Scott Mahoney
Scott Mahoney is a CFP-designated registered investment advisor at Mutual of Omaha Investor Services, INC., based in Rehoboth Beach, DE, with 15 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 Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 7,025 clients with $32M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees vary by program and advisor. Managed accounts cap at 1.25% for most programs, while accounts managed directly by a company advisor cap at 2.25%.
Fee Estimator
Location
511 N Boardwalk, Rehoboth Beach, DE, 19971
Get directionsHistory
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.
Exams
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