Scott Osborn is a registered investment advisor at Patriot Wealth Planners LLC, based in Maumee, OH, with 7 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Patriot Wealth Planners does not directly manage client assets. Instead, they recommend third-party managers. The annual asset management fee when using a third-party manager can be up to 2.00%. Patriot Wealth Planners receives a portion of the total fee charged, up to 1.60%, for ongoing consultation.
Location
1700 Woodlands Dr, Maumee, OH, 43537
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Scott works as a manager at Whirlpool Corporation, dedicating about a quarter of his time. He also serves as a Commander in the Ohio Army National Guard, spending about 10-20% of his time, and runs Scott Osborn Consulting, LLC, a business and management consulting firm, dedicating minimal time.
Employment History
Current Registrations
Patriot Wealth Planners LLC
Previous Registrations
The Retirement Guys Formula
State Registrations4 states
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