Scott Grover
Scott Grover is a registered investment advisor at Triad Wealth Partners, LLC, based in Lawrence, KS, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,380 clients with $420M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Triad Wealth charges a negotiable hourly or flat fee for financial planning and consulting services. The specific rate depends on the complexity, time, research, and resources required. Fees are typically invoiced quarterly or monthly in arrears.
Location
730 New Hampshire St., Unit 222, Lawrence, KS, 66044
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
Scott is a lead advisor at Choules Financial, an insurance business, since August 2024. He spends about half his time assisting clients with understanding their situation, identifying goals, analyzing alternatives, developing plans, and monitoring them.
Employment History
Current Registrations
Triad Wealth Partners, LLC
Previous Registrations
Coppell Advisory Solutions LLC
Creativeone Securities, LLCBroker
Crown Capital Securities, L.P.Broker
Strategic Advocates, LLC
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Woodbury Financial Services, INC.Broker
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.