Scott Jensen is a CFP-designated registered investment advisor at Savvy, based in Blaine, MN, with 12 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 10 more. Their firm serves 4,613 clients with $5B 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 | 1.90% |
Fees are negotiable and typically range between 0.30% and 1.90% per year based on account size and complexity. Net worth-based fees typically range between 0.10% and 0.40%.
Fee Estimator
Contact
Scott Jensen
Location
9298 Central Ave, Suite 400, Blaine, MN, 55449
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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 owns Sunset Homes, a personal rental property, since 2016, dedicating a few hours per week. He is also a co-founder and instructor at Real Estate Financial Coach, LLC, providing continuing education for financial advisors, also dedicating a few hours per week.
Employment History
Current Registrations
Savvy
Renovate Financial Planning
Previous Registrations
Advisornet Wealth Management
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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