Scott Malone is a registered investment advisor at Rincon Wealth Management, based in Lakeway, TX, with 15 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 92 clients with $51M 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% |
Fees are negotiable. The annualized fee for Rincon’s investment advisory services can be up to 2% of the value of the assets under management.
Fee Estimator
Location
1927 Lohmans Crossing, Lakeway, TX, 78734
Get directionsHistory
Regulatory History (2)
Regulatory
April 2021Employment Separation After Allegations
October 2020Other Business Activities
Scott is involved in several outside business activities, including owning/investing in a restaurant bar, target investment funds, a technology platform for commercial real estate, a hospitality business, and a medical supplies business. He also works as a Registered Investment Advisor, dedicating full-time hours to this role.
Employment History
Current Registrations
Rincon Wealth Management
Previous Registrations
Mit Associates, LLCBroker
Mit Associates, LLCBroker
Partnervest Advisory Services LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations2 states
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.