Scott Matthew Ela
SE
CFP
Scott Matthew Ela
SE
CFP

Scott Ela

11 Years of Experience
Austin, TX

Scott Ela is a CFP-designated registered investment advisor at Avant Financial Advisors, based in Austin, TX, 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 Charitable Giving, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 166 clients with $200M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
166 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$196.4M

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,600
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.75%
$3M+0.50%

Fees may be negotiable. There is a minimum quarterly fee ranging from $900 to $2,400 depending on the complexity and needs of the client, which may result in a larger annual rate charged than outlined in the wealth management fee table above.

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

Contact

Scott Matthew Ela
SE
Scott Ela

Location

13341 W. Us Hwy 290, Building 2, Austin, TX, 78737

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Avant Financial Advisors
September 2018 - Present · 7 yrs 8 mos
Previous Registrations
Austin Asset
August 2014 - June 2018 · 3 yrs 10 mos
State Registrations1 state
TX
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.
Scott Matthew Ela
SE
Contact
Scott Ela