Scott Gutman is a registered investment advisor at Gutman Financial Planning LLC, based in Loma Linda, CA, with 1 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, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.40% |
| $5M+ | 0.20% |
AUM fee will be assessed based on the value of the assets at the close of the final day of the payment period. If the agreement did not contain a full quarter of service, the charge will be prorated for the portion of the quarter that services were provided.
Fee Estimator
Location
Loma Linda, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Scott works full-time as an Information Exchange Specialist for Fontana Unified School District since March 2022. His duties include IT responsibilities, data management, analysis, and managing the Medi-Cal billing department.
Employment History
Current Registrations
Gutman Financial Planning LLC
State Registrations1 state
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