Scott Groskreutz is a registered investment advisor at Sg Financial, based in Henderson, NV, with 4 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.40% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Location
1489 W Warm Springs Rd, Ste 110, Henderson, NV, 89014
Get directionsHistory
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 ActivitiesSells Insurance
Scott is the owner of SG Financial, LLC, a DBA for advisory, fixed insurance, life & health, and a managing partner at Annuity Fundamentals, LLC, which trains agents on fixed insurance. He also works as an agent for Integrated Trust Systems, referring clients who need trust services.
Employment History
Current Registrations
Sg Financial
Previous Registrations
Integrity Alliance, LLC
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.