Scott Ellsworth
Scott Ellsworth is a registered investment advisor at Planmember Securities Corporation, based in Gilbert, AZ, with 16 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
Gilbert, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Scott works as a representative for Williams & Co dba Williams and Company Financial Services and as a financial advisor for One2One Wealth Strategies. Both roles involve financial sales and services and take nearly full-time hours each month.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Legend Advisory Corporation
Legend Equities CorporationBroker
New England Securities Corporation
New England SecuritiesBroker
State Registrations12 states
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