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Scott Brown

Henssler Financial
19 Years of Experience
Kennesaw, GA
1 Disclosure
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Scott Brown is a registered investment advisor at Henssler Financial, based in Kennesaw, GA, with 19 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, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,746 clients with $3.8B in assets under management.

Henssler Financial
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
30 advisors
Number of Clients
1,746 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$3.8B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $2.0M1.00%
$2.0M - $3.0M0.90%
$3.0M - $5.0M0.75%
$5M+0.75%

Rates shown reflect the Traditional Management and Wealth Management programs with individual stocks. Other programs like ETF/Mutual Fund management feature lower rates (starting at 0.75%), and automated management is charged at a flat 0.50%. Fees are negotiable for accounts over $5 million.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3735 Cherokee Street, Kennesaw, GA, 30144

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History

Regulatory History (1)
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Customer Dispute
August 2011
Withdrawn
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Scott works as a Senior Consultant-Retirement Services at Henssler Financial, providing investment advisory services to the firm's 401(k) clients. This role takes nearly full-time hours.

Employment History
Current Registrations
Henssler Financial
September 2014 - Present · 12 yrs 1 mo
Previous Registrations
Alps Distributors, INC.Broker
September 2014 - May 2019 · 4 yrs 8 mos
Oneamerica Securities, INC.
October 2010 - August 2014 · 3 yrs 10 mos
Oneamerica Securities, INC.Broker
September 2010 - August 2014 · 3 yrs 11 mos
Ing Financial Advisers, LLC
April 2009 - September 2010 · 1 yr 5 mos
Ing Financial Advisers, LLCBroker
September 2008 - September 2010 · 2 yrs
Ing Financial Partners, INC
June 2007 - December 2007 · 6 mos
Ing Financial Partners, INC.Broker
January 2006 - December 2007 · 1 yr 11 mos
State Registrations1 state
GA
Advisor

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Exams
No exam information available for this advisor.
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