ES
CFP
ES
CFP

Emily Grace Scott

4 Years of Experience
Sells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
49 advisors
Number of Clients
359 clients
Average Client Portfolio
$338K average
Assets Under Management
$121.5M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1000K1.10%
$1.0M - $3.0M0.75%
$3.0M - $5.0M0.50%
$5M+0.35%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

706 N Main St, Ofallon, MO, 63366

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Emily is a licensed insurance agent, though she rarely writes policies, and an independent beauty consultant for Mary Kay. She spends a few hours per week as a beauty consultant.

Employment History
Current Registrations
Core Planning
April 2023 - Present · 2 yrs 10 mos
Previous Registrations
Oneascent Financial Services LLC
October 2021 - March 2023 · 1 yr 5 mos
First Command Brokerage Services, INC.Broker
March 2021 - March 2021 · 0 mos
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.