SS
SS

Scott Sandell

9 Years of Experience
Scottsdale, AZ
1 DisclosureSells Insurance

Scott Sandell is a registered investment advisor at Andorra Capital, based in Scottsdale, AZ, with 9 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $1.4M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
6 clients
Average Client Portfolio
$227K average
Assets Under Management
$1.4M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Annual fee of 0.50% for sponsored plan individual allocation services. Fees may be negotiable.

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

Location

c/o SES Services, 8655 East Via de Ventura, Suite F-127, Scottsdale, AZ, 85258

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2021
Denied
Other Business ActivitiesSells Insurance

Scott has several outside business activities, including partial ownership in Andorra Capital and Senior Tax Network, and full ownership of SES Services, LLC and Wish You Were Here, LLC. He also works as an advisor for Capital Group/American Funds, a referrer for Monetary Metals, a sales agent for Oscar Padilla Mexican Insurance Services, Inc., and does insurance sales for Brenneis Insurance, dedicating minimal time to each of these roles except for SES Services, LLC, which takes about half of his time.

Employment History
Current Registrations
Andorra Capital
November 2024 - Present · 1 yr 6 mos
Alphastar Capital Management
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Andorra Capital
February 2017 - August 2024 · 7 yrs 6 mos
State Registrations2 states
AZTX
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.