Scott Wharton
Scott Wharton is a registered investment advisor at Retirement Solutions Investments, INC., based in Provo, UT, with 11 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, High Net Worth, Investment Management, and 2 more. Their firm serves 375 clients with $34M 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 | 1.40% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.90% |
| $4M+ | 0.80% |
Fees are negotiable on a case by case basis.
Fee Estimator
Location
677 North 1890 West, Provo, UT, 84601
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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
Scott is the CEO/Owner of Retirement Solutions, Inc., an insurance agency providing annuities, life insurance, and health insurance, taking nearly full-time hours. He is also a managing member of Wharton Properties, LLC, a property management business, dedicating minimal time, and a co-owner of B.S. Enterprises LLC, a car rental business, also dedicating minimal time.
Employment History
Current Registrations
Retirement Solutions Investments, INC.
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.