Advisor at Gutman Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Gutman Financial Planning LLC
Location
Loma Linda, CA
Credentials
Series 65
Industry experience
1 year
Scott Gutman is the sole advisor at Gutman Financial Planning LLC in Loma Linda, CA. He holds a Series 65 designation and has one year of industry experience. Prior to founding his firm, he worked in various roles at the Fontana Unified School District, including as an Information Exchange Specialist responsible for IT data management and Medi-Cal billing. Gutman Financial Planning LLC is a fee-only, state-registered advisory firm that provides financial planning and investment advisory services primarily to individuals and families. The firm employs a long-term, buy-and-hold investment approach emphasizing asset allocation and diversification, often recommending low-cost index funds and conducting educational workshops.
Based on Gutman Financial Planning LLC
Based on Gutman Financial Planning LLC
Comprehensive financial plan: $3,000; Annual updates: $1,500 if within two years of plan completion
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.60% annually $2,000,001 - $5,000,000: 0.40% annually $5,000,001+: 0.20% annually
$250 per hour, negotiable based on complexity
Minimum fee: Minimum quarterly fee of $375 for AUM services Fee-only: Fee-only financial planning and advisory services; no commissions or sales charges accepted
Loma Linda, CA
California
Fontana Unified School District
2022 - Present (4 years)
CASAS
2021 - 2022 (1 year)
Fontana Unified School District
2019 - 2021 (2 years)
Fontana Unified School District
2018 - 2019 (1 year)
Fontana Unified School District
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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