Scott Cole is a CFP-designated registered investment advisor at Colefp, based in Hoover, AL, with 21 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Federal Employees, Financial Planning & Coaching, and 5 more. Their firm serves 75 clients with $89M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.60% |
| $3M+ | 0.40% |
No client will pay more than 1% on the assets under management. Fees are negotiable.
Fee Estimator
Contact
Scott Cole
Location
Hoover, AL
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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 may occasionally teach financial planning courses as an adjunct professor. He may also work as a financial neutral on interdisciplinary collaborative teams, focusing on data gathering and presentation without offering advisory services.
Employment History
Current Registrations
Colefp
State Registrations3 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
Additional Information
Scott's work and expertise has been widely recognized throughout the country. He is an Adjunct Instructor in Retirement Planning for the University of Alabama. He has been quoted inThe Wall Street Journal, Money Magazine, Investment News, Washington Post, ABCNews.comand many more.