SH
CFP
SH
CFP

Scott Hammel

19 Years of Experience
Dallas, TX
Sells Insurance

Scott Hammel is a CFP-designated registered investment advisor at Apeiron, based in Dallas, TX, 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, Divorce Planning, Education Planning, and 6 more. Their firm serves 1,184 clients with $850M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
1,184 clients
Average Client Portfolio
$720K average
Assets Under Management
$852.0M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.95%
$250K - $500K1.85%
$500K - $1.0M1.75%
$1.0M - $2.0M1.65%
$2M+1.55%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

10000 North Central Expressway, Suite 700, Dallas, TX, 75231

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Scott may recommend and sell insurance products to clients as an independent insurance agent. The sale of these products takes about 10% of his time.

Employment History
Current Registrations
Apeiron
August 2017 - Present · 9 yrs 2 mos
Previous Registrations
Wfg Investments, INC.Broker
May 2010 - September 2017 · 7 yrs 4 mos
Wfg Advisors, LP
May 2010 - September 2017 · 7 yrs 4 mos
Ameriprise Financial Services, INC.
July 2007 - May 2010 · 2 yrs 10 mos
Ameriprise Financial Services, INC.Broker
July 2007 - May 2010 · 2 yrs 10 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.
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