Scott Allen is a registered investment advisor at Scissortail Wealth Management, LLC, based in Tulsa, OK, with 10 years of industry experience. Scott is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Insurance Planning, and 4 more. Their firm serves 485 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Portfolio management fees are individually negotiated with each client and are generally up to 2% of the market value of assets in the account calculated annually.
Fee Estimator
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.
Learn about disclosures →Other Business Activities
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
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
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