Scott Winstead
Scott Winstead is a registered investment advisor at Foundations Investment Advisors LLC, based in Plano, TX, with 13 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, Federal Employees, and 6 more. Their firm serves 29,663 clients with $10B 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 | 2.00% |
Maximum annual advisory fee is 2.00%. Fees are negotiable. Accounts with more than three investment strategies incur an additional $15 annual fee per extra strategy, and all accounts pay a $50 annual administrative and technology fee.
Fee Estimator
Location
625 W Plano Parkway, Suite 500, Plano, TX, 75093
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2020Customer Dispute
March 2020Other Business ActivitiesSells Insurance
Scott is the founder of Retiresimply and works there full-time. He is also an insurance agent selling disability, fixed indexed annuities, life, fixed annuities, VAs, variable life, indexed life, and LTC insurance products.
Employment History
Current Registrations
Foundations Investment Advisors LLC
Previous Registrations
Ae Wealth Management, LLC
Razor Asset Management, LLC
AXA Advisors, LLC
State Registrations1 state
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
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