Scott Carl is a CFP-designated registered investment advisor at Quincy Wells Advisors, LLC, based in Chicago, IL, with 17 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 78 clients with $45M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Great Point Advisors charges a percentage of your portfolio, an hourly rate, or a flat fee for wealth management services or financial planning. The fees are tailored to the specific services provided. When a client is using a fixed fee only service, there are additional fees the client will pay for, including reporting fees, custodial fees, transaction fees and third-party money manager fees.
Location
145 South Wells, Ste 1301, Chicago, IL, 60606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Quincy Wells Advisors, LLC
Great Point Capital LLC
Great Point Capital LLCBroker
Previous Registrations
Great Point Advisors, LLC
Blueskye Investment Advisers, LLC
Madison Avenue Securities, LLC
Madison Avenue Securities, LLCBroker
Investacorp, INC.Broker
Singer Wealth Advisors INC.
Green Lane Capital Advisors, LLC
Abacus Wealth Partners
Ameriprise Financial Services, INC.Broker
Mutual Service Corporation
Mutual Service CorporationBroker
State Registrations6 states
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