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CFP
SG
CFP

Scott Garbutt

Savvy
48 Years of Experience
Orem, UT
2 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Scott Garbutt is a CFP-designated registered investment advisor at Savvy, based in Orem, UT, 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 Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 4,613 clients with $5B in assets under management.

Savvy
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
208 advisors
Number of Clients
4,613 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$5.0B

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.90%

Fees are negotiable and typically range between 0.30% and 1.90% per year based on account size and complexity. Net worth-based fees typically range between 0.10% and 0.40%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

370 West Center Street, Orem, UT, 84057

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2011
Settled
Customer Dispute
October 2010
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Scott is a sole proprietor and insurance agent for fixed insurance sales, starting in April 2024, though he does not intend to sell any insurance products. He is also the managing member of Garbutt Family Investments, L.C., a real estate investment company, but spends minimal time on this.

Employment History
Current Registrations
Savvy
April 2026 - Present · 6 mos
Blue Barn Wealth
April 2024 - Present · 2 yrs 6 mos
Previous Registrations
First Western AdvisorsBroker
January 2012 - May 2017 · 5 yrs 4 mos
Liberty Partners Financial Services, LLCBroker
January 2010 - January 2012 · 2 yrs
Stonehurst Securities, INC.Broker
September 2006 - January 2010 · 3 yrs 4 mos
Brecek & Young Advisors, INC.Broker
January 2004 - September 2006 · 2 yrs 8 mos
Rydex Distributors, INC.Broker
April 2002 - December 2003 · 1 yr 8 mos
Freedom Financial, INC.Broker
February 2000 - April 2002 · 2 yrs 2 mos
Securities Service Network, INC.Broker
March 1996 - January 2000 · 3 yrs 10 mos
Strategis Financial Group, INC
December 1991 - September 2024 · 32 yrs 9 mos
Securities America, INC.Broker
January 1991 - March 1996 · 5 yrs 2 mos
Lehman Brothers INC.Broker
November 1983 - February 1991 · 7 yrs 3 mos
Foster & Marshall/american Express INC.Broker
October 1980 - October 1983 · 3 yrs
North American Management, INC.Broker
May 1978 - November 1980 · 2 yrs 6 mos
State Registrations1 state
UT
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.
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