Noah Scott
Noah Scott is a registered investment advisor at Keystone Financial Resources, LLC, based in Brentwood, TN, with 2 years of industry experience. Noah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Estate Planning, and 7 more. Their firm serves 100 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum annual fee is 2.50%. Fees are negotiable on a client-by-client basis. Accounts are also subject to a monthly $8 software reporting fee.
Fee Estimator
Location
7112 Crossroads Blvd. Suite 101, Brentwood, TN, 37027
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
Noah is a licensed Life and Health Insurance Agent in TN with Keystone Financial Resources since May 2022, focusing on investment-related insurance sales. He spends about 10-20% of his time assisting other agents with illustrations and sales processes.
Employment History
Current Registrations
Keystone Financial Resources, LLC
Brookstone Capital Management 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.
Exams
More Advisors
- Dillon Woodruff, CFPKeystone Financial Resources, LLC
- Glenn PriceKeystone Financial Resources, LLC
- William ScottKeystone Financial Resources, LLC
- Stuart Goss, CFPLPL Financial LLC
- David Upshaw, CFPEdward Jones
- Charles Grummon, CFPWells Fargo Advisors