Scott Porter
Scott Porter is a CFP-designated registered investment advisor at Compound Planning, INC., based in Scottsdale, AZ, with 23 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,352 clients with $3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Compound Planning offers investment management services, but the fees are not directly charged to individual investors. Instead, Compound provides these services to financial intermediaries, who then charge their own fees to their clients. Compound also offers a Turnkey Asset Management Program (TAMP) with fees ranging from 0.25% to 2.00% of assets under management, depending on the services selected by the financial intermediary.
Location
3200 N Hayden Rd, Suite#310, Scottsdale, AZ, 85251
Get directionsHistory
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 ActivitiesSells Insurance
Scott owns 25% of Bennett & Porter Insurance, a P&C insurance company, where he is the VP of Business Development, dedicating nearly full-time hours. He also has ownership stakes in Porter Insurance & Financial and Bennett & Porter Wealth Management, is involved with BusyKid, acts as a trustee for a client trust, and owns Ocotillo Equipment Rentals, dedicating a few hours per week.
Employment History
Current Registrations
Compound Planning, INC.
Previous Registrations
Dempsey Lord Smith, LLC
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Dempsey Lord Smith, LLC
Dempsey Lord Smith, LLCBroker
Benjamin & Jerold Brokerage I, LLCBroker
Global Financial Private Capital, LLC
G.F. Investment Services, LLCBroker
Quest Capital Strategies, INC.Broker
Horace Mann Investors INCBroker
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.