Scott Wesley is a CFP, PFS-designated registered investment advisor at Rehmann Wealth, based in Tawas City, MI, with 6 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, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 2,803 clients with $4.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rehmann Wealth provides investment management services for an annual fee based on a percentage of the assets managed. The fee is assessed quarterly in advance, based on the market value of the assets on the last day of the previous quarter. The annual fee varies between 0.00% and 2.50%, depending on the value of assets, the advisor, the type of services, and the client's relationship with the advisor. Some advisors may impose minimum account sizes or quarterly fees. Cash held in a client's account will be considered part of the assets under management for the purpose of calculating the advisory fee, unless explicitly stated in writing.
Location
540 W. Lake St., P.O. Box 70, Tawas City, MI, 48764
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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 works as a CPA preparing income taxes for individuals and small businesses, and is also affiliated with SGC Financial Group, Rehmann Financial Network, and Rehmann Capital Advisory Group as a financial advisor and registered representative. Each of these activities takes about half of Scott's time.
Employment History
Current Registrations
Rehmann Wealth
Rehmann Financial Network, LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
State Registrations2 states
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