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Scott Long

Advisor at Ideal Retirement Solutions

Updated today

Location

Port Charlotte, FL 33948

Credentials

Series 65

Industry experience

3 years

About

Scott Long is a financial advisor at Ideal Retirement Solutions with three years of industry experience. He holds a Series 65 designation and has previously worked at MWA Financial Services Inc and Modern Woodmen of America. Outside of advising, he is a licensed insurance agent with Ideal Retirement Solutions. Ideal Retirement Solutions serves individual and high-net-worth clients with discretionary portfolio management, fee-based annuity programs, and estate-document planning coordination via the Wealth.com platform. The firm employs technical analysis and a range of investment vehicles while integrating affiliated tax services and insurance offerings into its advisory model.

Client services

Based on Ideal Retirement Solutions

Portfolio management Selection of other advisers

Expertise

Based on Ideal Retirement Solutions

Annuities

Fee options

Fixed

Estate planning coordination fees generally range between $0 and $2,499, negotiable

Percentage

1.50% annually for portfolio management; 1.00% annually for fee-based annuity program

Commissions

Commissions received by supervised persons for sale of insurance products; not primary source of compensation

Subscriptions

Subscription fees for estate planning platform approximately $40 per month or $200 semi-annually, negotiable

Location

17896 Toledo Blade Blvd

Port Charlotte, FL 33948

Most active in

Florida

Work history

Ideal Retirement Solutions, LLC

2024 - Present (2 years)

Ideal Retirement Solutions LLC

2024 - Present (2 years)

MWA Financial Services Inc

2022 - 2024 (2 years)

Modern Woodmen of America

2021 - 2024 (3 years)

A Better Pro Shop Inc.

2011 - 2021 (10 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Deb M

CFP®, CPA

Punta Gorda, FL

WorthyNest LLC

As a faith-filled parent, you want to make smart financial decisions that reflect your values, honor your priorities, and provide a secure foundation for your family. At WorthyNest®, I help parents like you bring clarity and confidence to finances so you can focus on what matters most. My love for personal finance started early—I was a middle schooler flipping through Money Magazine for fun. That passion led me to earn an accounting degree from Saint Louis University and spend years working with families at Deloitte Tax and Matter Family Office before founding WorthyNest®. Professionally, I’ve also written Redefining Family Wealth and launched the Beyond Budgets® podcast to help others approach financial stewardship with intention. On a personal level, my husband Bryan and I are raising three boys, which means I deeply understand the balancing act parents face when managing family life and finances. With over 20 years of experience, I specialize in helping parents like you align your finances with values through holistic financial planning and investing. Together, we’ll create a plan to meet today’s challenges while building a brighter future for your family.

Family Business Business ownership considerations Founder/Business Owner Christian Faith Based Gen X (Born 1965-1980)
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Edward E

Series 65

Port Charlotte, FL

Elm Tree Capital Management LLC

Edward Evanouskas is a financial advisor at Elm Tree Capital Management LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Elm Tree Capital Management and Key Corp. since 2010. Elm Tree Capital Management is a boutique discretionary investment adviser serving high-net-worth individuals, trusts, estates, charitable organizations, corporations, and private investment funds. The firm focuses on income generation and capital preservation through a buy-and-hold strategy centered on dividend-paying equities, fixed-income securities, ETFs, and mutual funds, supported by fundamental and proprietary credit analysis.

Income planning Wealth management
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Henry T

CFA®, Series 63, Series 65

Punta Gorda, FL

Veritas

Henry Tebben is a CFA® charterholder with 20 years of experience in the financial industry. He is the sole advisor at Veritas, a firm he has been associated with since 2015, and has also worked with Princor and Principal Life since 2004. Veritas is a boutique, fee-only registered investment adviser that primarily serves qualified retirement plans for corporations, not-for-profits, foundations, trusts, and municipalities, as well as individual clients. The firm employs a risk-aware, long-term investment approach emphasizing asset allocation, diversification, and a combination of active and passive strategies, and it offers services ranging from plan design to ongoing monitoring and manager oversight.

Retirement plans for business owners (SEP, solo 401k) Retirement withdrawal strategies Wealth management Founder/Business Owner
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Gw K

Series 63, Series 65

North Port, FL

King Retirement Solutions, LLC

Gw King is the principal of King Retirement Solutions, LLC, an independent advisory firm based in North Port, Florida. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Prior to founding King Retirement Solutions in 2018, he worked at Brokers Financial and Brokers International Financial Services, LLC, and has operated as a sole proprietor since 1989. Outside of financial advising, he currently operates Dancing Moon Travel, a travel agency. King Retirement Solutions primarily serves individual clients as well as business and high-net-worth clients, offering financial planning, insurance reviews, and life-insurance analyses. The firm arranges asset management through third-party managers and operates mainly on a non-discretionary basis, monitoring manager performance and utilizing fundamental, technical, and cyclical analysis.

General retirement planning Social Security optimization Retirement income strategy Divorce financial planning College savings (529s, UTMA, etc.)
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Wendy J

Series 63, Series 65

Englewood, FL

Wealth Architects LLC

Wendy Jankoski is a financial advisor at Wealth Architects LLC with 22 years of industry experience. She holds Series 63 and Series 65 designations and has been with Wealth Architects since 2005, also working at Compound Planning, Inc. since 2025. Wealth Architects LLC is an independent, fee-only registered investment adviser serving individuals, families, and nonprofit clients such as charitable institutions, foundations, endowments, and estates. The firm employs an active portfolio management approach that combines fundamental and technical analysis, offering a broad range of securities and maintaining continuous account monitoring.

Active portfolio management Private / alternative investments Options & derivatives strategies
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Thomas T

CFP®, Series 63, Series 65

Venice, FL

Fiduciary Consulting Group, Inc.

Thomas Tyler is a CFP® professional with 13 years of experience in financial advising at Fiduciary Consulting Group, Inc. He is also a practicing attorney at Thomas C. Tyler, PA, specializing in real estate, estate planning, and tax law. His legal practice has been active since 2001 and includes roles such as registered agent or manager of various legal entities. Fiduciary Consulting Group provides investment management and financial planning primarily for high-net-worth individuals, trusts, qualified retirement plans, and businesses. The firm employs a long-term investment approach based on Modern Portfolio Theory, focusing on diversified, low-cost, passively managed asset-class mutual funds and ETFs, with discretionary portfolio management and periodic rebalancing.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Business sale tax planning Cash flow / budgeting Founder/Business Owner Retired
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