Travis Scott is a registered investment advisor at Scott Financial Resources LLC, based in Hanover, PA, with 10 years of industry experience. Travis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 10 clients with $3.7M 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 $250K | 1.00% |
| $250K - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.10% |
Fees are negotiable.
Fee Estimator
Location
11 Carlisle St., Suite 306, Hanover, PA, 17331
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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
Travis prepares tax returns for non-investment advisory clients through Scott Tax Resources LLC. He also prepares tax returns for clients of SFR at no additional cost.
Employment History
Current Registrations
Scott Financial Resources LLC
Previous Registrations
Ep Wealth Advisors
Lehman Financial Resources
Lehman Financial Resources, 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.