Advisor at Fiat Wealth Management
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Firm
Fiat Wealth Management
Location
Wayzata, MN 55391
Credentials
Series 63, Series 65
Industry experience
9 years
Scott Airey is a financial advisor with Fiat Wealth Management in Wayzata, MN, holding Series 63 and Series 65 licenses and nine years of industry experience. He previously worked at Mutual of Omaha in various roles before joining Fiat Wealth Management in 2022. Outside of advisory work, Airey serves as Vice-President of Networking for BNI, a business networking organization. Fiat Wealth Management provides financial planning, discretionary portfolio management, and pension consulting to individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $370 million in assets through a model-driven advisory approach that emphasizes tax-aware planning and client-specific portfolio supervision.
Based on Fiat Wealth Management
Based on Fiat Wealth Management
Fixed fee of up to $5,000 for estate planning services through Wealth.com; fixed fees also for certain non-investment advisory services (business coaching, sales training, etc).
Up to 2.00% annually
Commission-based compensation earned by dually licensed insurance agents for insurance products sales; separate from advisory fees.
Hourly fees charged for pension consulting services; negotiated on a case-by-case basis.
Account minimum: $250,000 Fee-only: Fixed fee of up to $10,000 for financial planning services; fees are payable upon execution of the agreement.
1905 Wayzata Blvd, Suite 320
Wayzata, MN 55391
Minnesota
Fiat Wealth Management
2022 - Present (4 years)
Fiat Insurance Services, LLC
2020 - Present (6 years)
Foundations Investment Advisors LLC
2020 - Present (6 years)
Mutual of Omaha Investor Services
2017 - 2020 (3 years)
Mutual of Omaha Investor Services
2016 - 2020 (4 years)
Mutual of Omaha Insurance Company
2015 - 2020 (5 years)
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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