Scot Whiskeyman
Scot Whiskeyman is a CFP-designated registered investment advisor at Providers & Families Wealth Management, based in Carlisle, PA, with 14 years of industry experience. Scot operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 56 clients with $7.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.50% |
Fees are negotiable and charged quarterly in advance.
Fee Estimator
Location
Carlisle, PA
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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
Scot is an agent for 1847 Financial and the proprietor/owner of Providers & Families Wealth Management, both multi-line insurance brokerages, dedicating nearly full-time hours to these activities. He also holds positions as secretary for a professional referral exchange, proprietor/owner for online book sales, author of "The Retiree's Complete Annuity Handbook", board member and treasurer for Carlisle Young Professionals, and private tutor for Varsity Tutors.
Employment History
Current Registrations
Providers & Families Wealth Management
Previous Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Investment Advisors
Proequities, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
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.
Exams
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