Bradley Scott
Bradley Scott is a registered investment advisor at Allpoint Financial Group, based in Petaluma, CA, with 26 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Tax Planning. Their firm serves 646 clients with $84M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are negotiable. Advanced planning services may increase the management fee by up to 0.25%.
Fee Estimator
Location
765 Baywood Drive, Suite 147, Petaluma, CA, 94954
Get directionsHistory
Regulatory History (6)
Customer Dispute
January 2013Customer Dispute
January 2013Customer Dispute
June 2008Customer Dispute
September 2004Customer Dispute
April 2004Customer Dispute
May 2003Other Business Activities
Bradley provides investment advisory services through AllPoint Financial Group, spending about half of his time on this activity. He also operates Allpoint Tax Services, providing tax preparation services for about 10-20% of his time.
Employment History
Current Registrations
Allpoint Financial Group
LPL Financial LLCBroker
Previous Registrations
Slr Financial
Slr Financial
LPL Financial LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Wamu Investments, INC.
Wamu Investments, INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.