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Rodney Scott

Wells Fargo Advisors
16 Years of Experience
Hamilton, AL
2 DisclosuresBroker
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Rodney Scott is a registered investment advisor at Wells Fargo Advisors, based in Hamilton, AL, with 16 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B

Fee Structure

Minimum Investment:$250K
  • Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.

The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.

One-Time Plan:Up to $25,000
View Full SEC Brochure

Location

320 Bexar Ave W, Hamilton, AL, 35570

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History

Regulatory History (2)
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
May 2022
Denied
Financial
May 2016
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Rodney operates under the DBA AmFirst Financial for his LPL business since 2022. This activity is investment-related.

Employment History
Current Registrations
Wells Fargo Advisors
December 2025 - Present · 5 mos
Wells Fargo Clearing Services, LLCBroker
December 2025 - Present · 5 mos
Previous Registrations
LPL Financial LLC
September 2022 - December 2025 · 3 yrs 3 mos
LPL Financial LLCBroker
September 2022 - December 2025 · 3 yrs 3 mos
Cetera Investment Advisers LLC
October 2019 - September 2022 · 2 yrs 11 mos
Cetera Investment Services LLCBroker
October 2019 - September 2022 · 2 yrs 11 mos
Ameriprise Financial Services, INC.Broker
July 2018 - October 2019 · 1 yr 3 mos
Ameriprise Financial Services, INC.
July 2018 - October 2019 · 1 yr 3 mos
Investment Professionals, INC.
December 2016 - September 2018 · 1 yr 9 mos
Investment Professionals, INC.Broker
December 2016 - September 2018 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2016 - December 2016 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2016 - December 2016 · 5 mos
Edward Jones
August 2009 - August 2016 · 7 yrs
Edward JonesBroker
August 2009 - August 2016 · 7 yrs
State Registrations4 states
ALFLMSTN
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.
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