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Justin Scott

7 Years of Experience
Allen, TX
1 Disclosure

Justin Scott is a registered investment advisor at World Investment Advisors, LLC, based in Allen, TX, with 7 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 17,488 clients with $56B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
362 advisors
Number of Clients
17,488 clients
Average Client Portfolio
$3.2M average
Assets Under Management
$56.3B

Fee Structure

WIA Wealth charges a percentage of your portfolio each year. The exact percentage will be outlined in your agreement and will never exceed 3.00%. Fees may be negotiable. WIA IARs may also use a custodian other than Schwab or Fidelity, which will be made clear to the client prior to any accounts being opened.

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Location

550 S Watters Road #149, Allen, TX, 75013

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History

Regulatory History (1)
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Criminal
November 2001
Final Disposition
Other Business Activities

Justin is involved in Dunn-Scott Investments, a rental property business, where he finds rental properties to invest in. He spends a few hours per week on this activity.

Employment History
Current Registrations
World Investment Advisors, LLC
October 2018 - Present · 7 yrs 7 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.