BS
BS

Barrett Scott

9 Years of Experience
Mclean, VA

Barrett Scott is a registered investment advisor at Fiducient Advisors LLC, based in Mclean, VA, with 9 years of industry experience. Barrett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,239 clients with $98B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
69 advisors
Number of Clients
1,239 clients
Average Client Portfolio
$78.7M average
Assets Under Management
$97.5B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are customized and negotiated in advance based on account type, complexity, and scope. Non-discretionary advisory fees typically range from 0.01% to 1.0%, while discretionary wealth management fees range up to 1.0%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1430 Spring Hill Road #320, Mclean, VA, 22102

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History

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.

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Employment History
Current Registrations
Fiducient Advisors LLC
March 2018 - Present · 8 yrs 7 mos
Previous Registrations
Orion Investment Advisors, LLC
November 2016 - March 2018 · 1 yr 4 mos
State Registrations1 state
VA
Advisor

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
No exam information available for this advisor.
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