Scott Gerlach is a CFP-designated registered investment advisor at Cordant Wealth Partners, based in Portland, OR, with 13 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 150 clients with $340M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
IM Fee
Planning only
Assets Under Management
$337.7M
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Location
2175 NW Raleigh St., Suite 110, Portland, OR, 97210
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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
Cordant Wealth Partners
April 2015 - Present · 11 yrs
Previous Registrations
Bingham, Osborn & Scarborough LLC
November 2010 - November 2012 · 2 yrs
State Registrations5 states
AZCAORTXWA
Advisor
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Exams
No exam information available for this advisor.