Advisor at Providers & Families Wealth Management
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Firm
Providers & Families Wealth Management
Location
Carlisle, PA
Credentials
CFP®, Series 63, Series 65
Industry experience
14 years
Scot Whiskeyman is a CFP® with 14 years of industry experience, currently serving at Providers & Families Wealth Management. His prior experience includes roles at Hornor Townsend & Kent Inc, Penn Mutual Life Insurance, and MetLife Securities. Outside of his advisory work, he is the author of "The Retiree's Complete Annuity Handbook," tutors candidates for FINRA licensing and CFP certification, and serves as board member and treasurer for Carlisle Young Professionals. Providers & Families Wealth Management serves individuals, high-net-worth clients, families, trusts, estates, businesses, and charitable organizations with financial planning and discretionary investment management. The firm offers customized portfolios using strategic asset allocation and integrates tax-aware and estate coordination into its planning, distinguishing itself with a structured subscription model and inclusion of insurance and risk-management reviews.
Based on Providers & Families Wealth Management
Based on Providers & Families Wealth Management
$0 - $499,999.99: 1.50% $500,000 - $999,999.99: 1.25% $1,000,000 - $2,999,999.99: 1.00% $3,000,000+: 0.50%
Financial planning services hourly rate not to exceed $300/hr
Ongoing financial planning subscription service monthly fees, not to exceed $250/month; Foundational financial planning subscription fees: Individuals $500 one-time onboarding fee + $175/month; Couples $750 one-time onboarding fee + $250/month; 12-month minimum commitment
Minimum fee: Financial planning minimum fee of $2,500 Fee-only: Financial planning hourly rate up to $300/hr; monthly financial planning subscription fees (e.g., $175/month for individuals, $250/month for couples); foundational financial planning subscription fees ($500 or $750 one-time onboarding fee plus monthly fees)
Carlisle, PA
Pennsylvania · Texas
Providers and Families Wealth Management, LLC
2022 - Present (4 years)
Hornor Townsend & Kent Inc
2017 - 2022 (5 years)
Penn Mutual Life Insurance
2017 - 2022 (5 years)
MetLife Securities
2016 - 2017 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
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Is not active or affiliated with:
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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