SM
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Scott Meinert

16 Years of Experience
Glendale, CA
1 DisclosureBrokerSells Insurance

Scott Meinert is a registered investment advisor at VALIC Financial Advisors, INC., based in Glendale, CA, with 16 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1277 advisors
IM Fee
Planning only
Assets Under Management
$26.4B

Fee Structure

  • Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
  • Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
  • The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
One-Time Plan:Up to $5,000
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Location

450 North Brand Blvd., Suite 600, Glendale, CA, 91203

Get directions

History

Regulatory History (1)
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Customer Dispute
July 2013
Denied
Other Business ActivitiesSells Insurance

Scott works as an agent for AGIA, selling non-securities insurance products, dedicating a few hours per week to this activity.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
May 2015 - Present · 11 yrs 4 mos
VALIC Financial Advisors, INC.Broker
October 2014 - Present · 11 yrs 11 mos
Previous Registrations
Metlife Securities INC.Broker
April 2009 - June 2014 · 5 yrs 2 mos
State Registrations4 states
AZCANVSC
AdvisorBrokerBoth

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.
Scott Meinert - Financial Advisor | TrueAdvisor