SS
CFP
SS
CFP

Scott Saal

16 Years of Experience
Virginia Beach, VA

Scott Saal is a CFP-designated registered investment advisor at Virginia Wealth Management Group, INC., based in Virginia Beach, VA, 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 Business Owners, Charitable Giving, Divorce Planning, Education Planning, and 6 more. Their firm serves 117 clients with $390M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
117 clients
Average Client Portfolio
$3.4M average
Assets Under Management
$393.8M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4460 Corporation Lane, Suite 180, Virginia Beach, VA, 23462

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Scott is a part owner and manager of VWMG Partners, LLC, focused on trading strategy testing, and S&Z Properties, LLC, a rental property business. He is also a managing member of Wolfs Neck Partners, LLC, a real estate investment holding company, dedicating minimal time to each.

Employment History
Current Registrations
Virginia Wealth Management Group, INC.
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
May 2010 - February 2021 · 10 yrs 9 mos
Wells Fargo Advisors Financial Network, LLCBroker
January 2010 - February 2021 · 11 yrs 1 mo
State Registrations1 state
VA
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.