SL
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Scott Long
3 Years of Experience
Port Charlotte, FL
1 DisclosureSells Insurance
Scott Long is a registered investment advisor at Ideal Retirement Solutions, based in Port Charlotte, FL, with 3 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, Investment Management, Retirement Planning. Their firm serves 311 clients with $120M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
311 clients
Average Client Portfolio
$397K average
Assets Under Management
$123.5M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee-Based Annuity Program fee is 1.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
17896 Toledo Blade Blvd, Port Charlotte, FL, 33948
Get directionsHistory
Regulatory History (1)
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Financial
December 2021Final
Other Business ActivitiesSells Insurance
Scott is a licensed insurance agent with Ideal Retirement Solutions.
Employment History
Current Registrations
Ideal Retirement Solutions
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Mwa Financial Services INC.Broker
April 2022 - June 2024 · 2 yrs 2 mos
State Registrations1 state
FL
Advisor
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.