Scott Traasdahl is a registered investment advisor at Smartt Wealth Solutions, LLC, based in Gilbert, AZ, with 9 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, Insurance Planning, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Smartt Wealth Solutions acts as a co-advisor with Matson Money. The annual fee may be up to 1% of the assets managed. Matson Money also receives fees of .49% per year. The potential maximum fee in totality is 1.5% annually. The fee is negotiable based on the amount of assets and the Model Portfolio chosen.
Fee Estimator
Location
1166 E Warner Road, Suite 101, Gilbert, AZ, 85296
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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.
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Scott is a partner at Elevate CPA Advisory PLC, a CPA practice providing firm management, tax, and accounting services since 2002. This takes nearly full-time, with about half of his time during trading hours.
Employment History
Current Registrations
Smartt Wealth Solutions, LLC
Previous Registrations
Lincoln Financial Advisors Corporation
State Registrations2 states
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