Scott Anderson is a CFP-designated registered investment advisor at Gw Financial, based in Newport Beach, CA, with 20 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 93 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.40% |
| $6.0M - $10.0M | 0.20% |
| $10M+ | 0.20% |
Fees for assets above $10,000,000 are negotiable.
Fee Estimator
Location
Newport Beach, CA
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Regulatory History
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.
Learn about disclosures →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
Scott Anderson Financial, INC.
Previous Registrations
Cambridge Investment Research Advisors, INC.
State Registrations1 state
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.
Exams
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