SH
CFP · ChFC
SH
CFP · ChFC

Scott Hoff

21 Years of Experience
Lake Saint Louis, MO
BrokerSells Insurance

Scott Hoff is a CFP, ChFC-designated registered investment advisor at First Heartland Consultants, INC., based in Lake Saint Louis, MO, with 21 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 6,461 clients with $2.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
99 advisors
Number of Clients
6,461 clients
Average Client Portfolio
$323K average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$6.5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Maximum fee is 1.75% annually. Fees are negotiable and paid quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4101 Lake Saint Louis Blvd., Lake Saint Louis, MO, 63367

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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 involved with First Heartland Corporation and First Heartland Companies in investment-related activities, including insurance sales and field marketing coordination. He also serves as President of Italiano Per Piacere, an Italian language club.

Employment History
Current Registrations
First Heartland Consultants, INC.
May 2015 - Present · 11 yrs 5 mos
First Heartland Capital, INC.Broker
August 2005 - Present · 21 yrs 2 mos
Previous Registrations
Centerre Capital LLCBroker
January 2011 - December 2015 · 4 yrs 11 mos
State Registrations10 states
ARAZCAFLGAMNMOTNTXVT
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.
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