Scott Sturgeon is a CFP-designated registered investment advisor at Oread Wealth Partners, based in Leawood, KS, with 5 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 7 more. Their firm serves 21 clients with $17M 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 $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable. The minimum annual fee is $7,000.
Fee Estimator
Contact
Scott Sturgeon
Location
Leawood, KS
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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 Activities
Scott is the owner of Oread Wealth Partners, a registered investment advisor, since November 2021. This takes nearly full-time, occupying 150 hours per month.
Employment History
Current Registrations
Oread Wealth Partners
Previous Registrations
Origin Investment Advisory LLC
Hightower Advisors, LLC
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.
Exams
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