SA
CFP
SA
CFP

Scott Kight Anderson

19 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
93 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$110.3M

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.80%
$3.0M - $5.0M0.40%
$5.0M - $10.0M0.20%
$10M+0.10%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5470 Kietzke Lane, Suite 300, Reno, NV, 89511

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Scott is an accounting instructor at Chapman University for about a full day per week when teaching. He also works with personal tax clients as a CPA/Enrolled Agent, dedicating a significant amount of time to this activity.

Employment History
Current Registrations
Gw Financial
July 2014 - Present · 11 yrs 7 mos
Scott Anderson Financial, INC.
October 2013 - Present · 12 yrs 4 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
October 2005 - December 2012 · 7 yrs 2 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.