Advisor at Argent Wealth Management, Inc.
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Firm
Argent Wealth Management, Inc.
Location
Round Rock, TX 78664-3831
Credentials
CFP®, Series 65
Industry experience
20 years
Scott Jacobsmeyer is a CFP® with 20 years of industry experience and has been with Argent Wealth Management, Inc. since 2005. He is based in Round Rock, TX, and holds a Series 65 license. Argent Wealth Management provides personalized financial planning and investment management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses on a fee-only basis. The firm employs a strategic asset allocation approach using primarily passive mutual funds and ETFs, with an emphasis on non-discretionary management and periodic rebalancing.
Based on Argent Wealth Management, Inc.
Flat financial planning fee as part of Core Advisory Service: $4,000/year initially, then $3,000/year after four quarters
$0 - $5 million: 0.25% annually $5 million - $10 million: 0.15% annually $10 million+: 0.10% annually
Financial Consulting Service: $300/hour for non-Core Advisory clients; $200/hour for Core Advisory clients seeking additional advice
Minimum fee: Flat financial planning fee of $4,000 per year for the first four full calendar quarters, then reduced to $3,000 per year Fee-only: Fee-only financial planning and investment management; no commissions or product sales
2251 Double Creek Drive, Suite 606
Round Rock, TX 78664-3831
Texas
Argent Wealth Management, Inc.
2005 - Present (21 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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Bank
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Trust company
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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