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Scott Turley

20 Years of Experience
Springfield, MO
BrokerSells Insurance

Scott Turley is a registered investment advisor at VALIC Financial Advisors, INC., based in Springfield, MO, with 20 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1277 advisors
IM Fee
Planning only
Assets Under Management
$26.4B

Fee Structure

  • Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
  • Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
  • The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
One-Time Plan:Up to $5,000
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Location

1815 South Holland, Springfield, MO, 65807

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Scott is an agent selling non-securities insurance products for AGIA and serves as a board member for Midwest Regional Bank, owning a small share. He dedicates minimal time to each of these activities.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
October 2024 - Present · 1 yr 7 mos
VALIC Financial Advisors, INC.Broker
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Corebridge Capital Services, INC.Broker
March 2023 - September 2024 · 1 yr 6 mos
Lincoln Financial Distributors, INC.Broker
October 2018 - March 2023 · 4 yrs 5 mos
Ohio National Equities, INC.Broker
January 2009 - September 2018 · 9 yrs 8 mos
Umb Financial Services, INC.Broker
March 2008 - December 2008 · 9 mos
Umb Financial Services, INC.
March 2008 - December 2008 · 9 mos
Aig Sunamerica Capital Services, INC.Broker
November 2007 - November 2007 · 0 mos
Citigroup Global Markets INC.
March 2005 - April 2008 · 3 yrs 1 mo
Citigroup Global Markets INC.Broker
February 2005 - April 2008 · 3 yrs 2 mos
State Registrations24 states
ALARAZCOFLIAIDILINKSKYMDMIMNMONEOHOKSCSDTXVAWAWI
AdvisorBrokerBoth

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.
Scott Turley - Financial Advisor | TrueAdvisor