Mark Scott
Mark Scott is a CFP-designated registered investment advisor at Sfg Wealth Management LLC, based in Brentwood, TN, with 16 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
SFG Wealth Management charges 1% of the value of your portfolio annually for investment management. This fee is negotiable. SFG may use Virtue Capital Management (VCM) as a sub-advisor, which has its own fee schedule. The total annual fee, including both SFG's and VCM's fees, ranges from 1.25% to 1.95% depending on the specific investment strategy and the amount invested. VCM also charges a $12 monthly technology fee per household.
Location
6 Cadillac Dr., Suite 310, Brentwood, TN, 37027
Get directionsHistory
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 ActivitiesSells Insurance
Mark is the owner/president of Scott Financial Group dba Ohio Pension Advisors, where he focuses on insurance sales, financial planning, and advising clients. This activity takes about half of Mark's time and occurs during trading hours.
Employment History
Current Registrations
Sfg Wealth Management LLC
Virtue Capital Management, LLC
Previous Registrations
Horter Investment Management, LLC
Variable Investment Advisors, INC.Broker
Sammons Securities Company, LLCBroker
Spc
New England Securities Corporation
New England SecuritiesBroker
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.