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Scot Regner

Blue Horizon Equity, INC.
45 Years of Experience
Ponte Vedra, FL
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Scot Regner is a registered investment advisor at Blue Horizon Equity, INC., based in Ponte Vedra, FL, with 45 years of industry experience. Scot is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,491 clients with $750M in assets under management.

Blue Horizon Equity, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
1,491 clients
Average Client Portfolio
$500K average
Assets Under Management
$745.9M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Minimum Annual Fee:$99
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Maximum advisor fee is 1.75% per year. Additional administrative fees, strategist fees, and minimum account fees of $99 apply depending on the program.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4400 Marsh Landing Blvd, Suite 101, Ponte Vedra, FL, 32082

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2026
Settled
Customer Dispute
November 2014
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Scot volunteers as a golf coach for First Tee-North Florida, dedicating a few hours per week. He also sells insurance through iTrust and is an IAR with American Portfolios Advisors, Inc. and receives compensation from Ashar Group for life settlements.

Employment History
Current Registrations
Blue Horizon Equity, INC.
June 2026 - Present · 4 mos
Cetera Wealth Services, LLCBroker
June 2026 - Present · 4 mos
Previous Registrations
Osaic Wealth, INC.
October 2024 - June 2026 · 1 yr 8 mos
Osaic Wealth, INC.Broker
October 2024 - June 2026 · 1 yr 8 mos
American Portfolios Advisors, INC
February 2024 - October 2024 · 8 mos
American Portfolios Financial Services, INC.Broker
February 2024 - October 2024 · 8 mos
Equitable Advisors, LLC
May 1985 - February 2024 · 38 yrs 9 mos
Equitable Advisors, LLCBroker
October 1980 - February 2024 · 43 yrs 4 mos
The Equitable Life Assurance Society of the United StatesBroker
October 1980 - January 2000 · 19 yrs 3 mos
State Registrations7 states
ALFLGAMENCSCTX
AdvisorBrokerBoth

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.
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