Scott Machen
Scott Machen is a registered investment advisor at Independent Financial Group, LLC, based in Gold River, CA, with 17 years of industry experience. Scott is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 26,635 clients with $13B 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 |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 2.00% |
| $5M+ | 2.00% |
Maximum advisor fee is shown; program fees (0.04% to 0.16%) and transaction charges may apply depending on the selected program. Fees are negotiable.
Fee Estimator
Location
2377 Gold Meadow Way, Suite 176, Gold River, CA, 95670
Get directionsHistory
Regulatory History (2)
Criminal
March 2025Customer Dispute
August 2015Other Business ActivitiesSells Insurance
Scott is the 100% owner of Machen Wealth Management, a DBA used for marketing purposes, which takes up a full-time commitment. He is also a CA insurance agent offering various types of insurance products, dedicating a few hours per week, and the managing owner of Scott Machen, LLC for tax/investment purposes, requiring minimal time.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
State Registrations11 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.
Exams
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