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CFP
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CFP

Scott Cavey

Avior Wealth Management, LLC
25 Years of Experience
Omaha, NE
3 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Scott Cavey is a CFP-designated registered investment advisor at Avior Wealth Management, LLC, based in Omaha, NE, with 25 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 4,894 clients with $6.5B in assets under management.

Avior Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
69 advisors
Number of Clients
4,894 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$6.5B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable and typically do not exceed 2.0% annually. The exact rate depends on asset size, portfolio complexity, and services rendered. Minimum annual household fees may apply.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

14301 First National Bank Parkway, Suite 410, Omaha, NE, 68154

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2016
Closed-No Action
Customer Dispute
March 2015
Denied
Customer Dispute
December 2011
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Scott is a partner at Illuminate Financial Group, a financial services DBA, dedicating about a quarter of his time. He also sells life, disability, annuities, and long-term care insurance as an insurance agent, spending a few hours per week on this activity.

Employment History
Current Registrations
Avior Wealth Management, LLC
May 2020 - Present · 6 yrs 5 mos
Previous Registrations
Cetera Advisors LLC
February 2011 - May 2020 · 9 yrs 3 mos
Cetera Advisors LLCBroker
February 2011 - May 2020 · 9 yrs 3 mos
Qa3 Financial LLC
September 2004 - February 2011 · 6 yrs 5 mos
Qa3 Financial CORP.Broker
September 2004 - February 2011 · 6 yrs 5 mos
Edward JonesBroker
May 2002 - September 2004 · 2 yrs 4 mos
UBS Painewebber INC.
March 2001 - May 2002 · 1 yr 2 mos
UBS Painewebber INC.Broker
December 2000 - May 2002 · 1 yr 5 mos
State Registrations4 states
IANENHTX
Advisor

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
No exam information available for this advisor.
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