Scott Allen is a registered investment advisor at Scissortail Wealth Management, LLC, based in Tulsa, OK, with 9 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 546 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Scissortail Wealth Management's portfolio management fees are individually negotiated with each client, up to 2% annually of the market value of the assets in the account. Fees are generally payable quarterly, in advance, based on the average daily balance of the account. The firm may combine account values of family members living in the same household to determine the applicable advisory fee.
Location
1203 East 33rd Street, Suite 100, Tulsa, OK, 74105
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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.
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Scott is a passive owner/shareholder in Venture Properties D/B/A HW Allen Company, a commercial real estate management and investment firm, since 2003. He dedicates minimal time to this activity.
Employment History
Current Registrations
Scissortail Wealth Management, LLC
Level Four Financial, LLCBroker
Previous Registrations
Scissortail Wealth Management, LLC
Harbor Financial Services, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations1 state
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