Scott Holley is a registered investment advisor at Cerity Partners LLC, based in Indianapolis, IN, with 48 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 19,810 clients with $120B 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 | 1.50% |
Our comprehensive wealth management service fee is negotiable based on the factors listed herein and generally would not exceed 1.50% per year of assets under advisement.
Fee Estimator
Location
2920 East 96 Street, Indianapolis, IN, 46240
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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 →Other Business Activities
Scott is a part-owner of H & M Properties, LLC, a business entity for tax/investment purposes. He also owns Holley Motorsports LLC, a collectible car company and new car dealership, dedicating a few hours per week to this venture.
Employment History
Current Registrations
Cerity Partners LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Sbc Wealth Management
MML Investors Services, INC.Broker
New England Securities CorporationBroker
Jefferson-Pilot Equity Sales, INC.Broker
E.I. Sales, INC.Broker
Nel Equity Services CorporationBroker
State Registrations1 state
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