SH
CFP
SH
CFP

Scott Hahn

13 Years of Experience
Lutherville, MD
Broker

Scott Hahn is a CFP-designated registered investment advisor at Harbor Investment Advisory, LLC, based in Lutherville, MD, 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 Retirement Planning. Their firm serves 3,326 clients with $6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
30 advisors
Number of Clients
3,326 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$6.0B

Fee Structure

Minimum Investment:$100K

Harbor Investment Advisory offers several investment management programs. The fees range from 0.25% to 2.00% of the value of your portfolio annually, depending on the program you choose. These fees are charged monthly. In addition to Harbor's fees, you may incur other fees, such as fees charged by third-party money managers or brokerage commissions.

Loading...

Location

2330 W. Joppa Road, Suite 160, Lutherville, MD, 21093

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Harbor Investment Advisory, LLC
October 2018 - Present · 7 yrs 7 mos
Harbor Investment Advisory, LLCBroker
October 2018 - Present · 7 yrs 7 mos
Previous Registrations
Kestra Advisory Services, LLC
April 2016 - October 2018 · 2 yrs 6 mos
NFP Advisor Services, LLC
February 2013 - September 2016 · 3 yrs 7 mos
Kestra Investment Services, LLCBroker
December 2012 - October 2018 · 5 yrs 10 mos
State Registrations27 states
AZCADCDEFLGAHIILKSMAMDNCNHNJNMNVNYOHPARISCTNTXVAWAWIWV
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.