Kyle Scott
Kyle Scott is a CFP-designated registered investment advisor at Kyle S. Scott Financial Planning, INC., based in Fort Collins, CO, with 20 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 186 clients with $63M 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 $50K | 1.20% |
| $50K - $150K | 1.10% |
| $150K - $350K | 1.05% |
| $350K - $500K | 1.00% |
| $500K - $650K | 0.95% |
| $650K - $800K | 0.90% |
| $800K - $1000K | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.5M | 0.60% |
| $3.5M+ | 0.50% |
Advisory fee may be negotiable.
Fee Estimator
Location
2000 S. College Ave, Suite 310, Fort Collins, CO, 80525
Get directionsHistory
Regulatory History (1)
Criminal
March 2002Other Business ActivitiesSells Insurance
Kyle has been an independent insurance agent since 2005, dedicating about 10-20% of his time to this business. A few hours per week are during securities trading hours.
Employment History
Current Registrations
Kyle S. Scott Financial Planning, INC.
Previous Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations2 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.