Scott Styrmoe is a CFP-designated registered investment advisor at Tci Wealth Advisors, INC., based in Tucson, AZ, with 18 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, Corporate Executives, Estate Planning, High Net Worth, and 4 more. Their firm serves 3,268 clients with $5.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TCI Wealth Advisors charges an annual fee based on the value of your managed accounts. There are different fee schedules for legacy clients and new clients.
Legacy Clients:
- Up to $2 million: 1.00%
- Next $3 million: 0.75%
- Over $5 million: 0.50%
New Clients:
- Up to $1,999,999: 1.00% annually (0.25% per quarter)
- $2 million and above: A retainer of $12,000 annually ($3,000 quarterly) plus a percentage of the total portfolio value:
- From $0 million to $10 million: 0.40% annually (0.10% per quarter)
- From $10 million to $20 million: 0.30% annually (0.075% per quarter)
- Above $20 million: 0.25% annually (0.0625% per quarter)
If TCI Wealth Advisors chooses to accept a client with assets below $400,000, they may charge up to 1.00% of assets under management.
Some clients may also be charged an annual retainer fee.
Contact
Scott Styrmoe
Location
4011 East Sunrise Drive, Tucson, AZ, 85718
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Since 2019, Scott has been an adjunct professor at the University of Arizona, Norton School of Family and Consumer Sciences, teaching courses. This takes about 10-20% of his time.
Employment History
Current Registrations
Tci Wealth Advisors, INC.
Previous Registrations
Az Wealth Strategies
Cambridge Financial Group, LLC
Allied Portfolio Management, INC.
Allied Portfolio Management, INC.
Pathways Financial Partners,inc.
State Registrations1 state
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
Additional Information
Scott Styrmoe is an Advisor and Shareholder at TCI Wealth Advisors ("TCI"). He received his Bachelor of Science, Business Administration degree and his MBA in Finance and Marketing at the University of Arizona. Scott has been a Certified Public Accountant (CPA) since 1985 and a Certified Financial Planner (CFP®) since 2009. He a member and past President of the Southern Arizona Estate Planning Council. Scott is also a member of the Steven W. Phillips Tucson Tax Study Group, the American Institute of CPA's and Trout Unlimited. Scott is also an Adjunct Professor at the University of Arizona's new Personal and Family Financial Planning program.