Scott Clanton
Scott Clanton is a CFP-designated registered investment advisor at Chancellor Wealth Management, INC., based in Atlanta, GA, 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 Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 110 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Chancellor Wealth Management provides investment management services where they manage your investments to meet your financial goals. They use mutual funds and exchange-traded funds. They also use third-party asset management platforms. Fees for third-party asset management services are due and payable quarterly in advance at the rate of twenty-five percent (25%) of the annual fee (depending on the program).
Location
100 Galleria Parkway Se, Suite 995, Atlanta, GA, 30339
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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 an insurance agent selling life, accident, and sickness insurance, dedicating about 10-20% of his time to this activity. He also works full-time as a VP providing investment advice and financial planning at Chancellor Group, the advisory firm under which he renders all services.
Employment History
Current Registrations
Chancellor Wealth Management, INC.
Previous Registrations
The O.N. Equity Sales CompanyBroker
State Registrations2 states
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