Scott Braddock Financial, LLC provides comprehensive wealth management services designed to coordinate the financial moving parts of complex lives, including investments, taxes, estate planning, cash-flow management, risk management, and multi-generational planning through a single advisory relationship. Scott Braddock Financial acts as a financial coordinator, organizing information, aligning strategies across professional advisors, and maintaining integrated plans across accounts, trusts, and family goals. The firm offers services such as structured income planning, investment management oversight, consolidated financial reporting, tax-aware planning support, insurance coordination, estate and trust coordination, philanthropic planning, and family governance. Scott Braddock Financial does not directly manage client portfolios or take trading authority; instead, the firm collaborates with clients and their external investment advisors on portfolio design and oversight, and earns compensation through insurance commissions or revenue-sharing arrangements with other advisory firms, or occasionally via hourly and flat fees.
Fee Structure
- Hourly consulting — $350 per hour for specialized financial advice and project-based work