Scott Mahoney
Scott Mahoney is a CFP-designated registered investment advisor at Mutual of Omaha Investor Services, INC., based in Rehoboth Beach, DE, with 14 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 6,885 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MOIS offers investment management through third-party money managers and its own managed account services.
Third-Party Money Managers: Fees are a percentage of your portfolio, paid to the third-party manager, who then pays a portion to MOIS. MOIS's portion will not exceed 1.25%.
MOIS Managed Account Services: Fees are based on a percentage of your portfolio. The annual fee will not exceed 1.25% for Fund Strategist Portfolios (FSP), Separately Managed Accounts (SMA), or Unified Managed Accounts (UMA). The annual fee will not exceed 2.25% for Advisor as Portfolio Manager (APM) accounts. Fees are billed quarterly in advance.
Location
511 N Boardwalk, Rehoboth Beach, DE, 19971
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Regulatory History (1)
Customer Dispute
July 2019Other Business ActivitiesSells Insurance
Scott is the CEO of Hamilton Price Financial LLC, an insurance and financial services business, though it is a DBA and he devotes no time to it. He is also a board member of Adopt a Homeless Animal Rescue, Inc., dedicating minimal time. Scott also sells various insurance products and participates in a mortgage lead program.
Employment History
Current Registrations
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
State Registrations9 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.