Scott Leavitt
Scott Leavitt is a CFP-designated registered investment advisor at Adams Wealth Advisors, based in Logan, UT, with 4 years of industry experience. Their practice areas include Charitable Giving, Estate Planning, Gen X, Investment Management, and 2 more. Their firm serves 703 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Adams Wealth Management charges a fee based on a percentage of the value of your investments. This fee covers portfolio management, financial planning, and estate planning services. The specific percentage is negotiable and may vary from client to client. The fee is typically deducted directly from your account on a quarterly basis. For certain strategies (Fairway and Defined Funds), a performance-based fee of 20% of capital appreciation may also apply. AWM also offers performance-based models with fees collected monthly in arrears.
Contact
Scott Leavitt
Location
701 S Main, Suite #400, Logan, UT, 84321
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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 →Employment History
Current Registrations
Adams Wealth Advisors
Previous Registrations
Financial Life Advisors
Arrow Wealth Advisors
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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