Scott Long
Advisor at Ideal Retirement Solutions
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.
Advisor at Ideal Retirement Solutions
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.
Location
Port Charlotte, FL 33948
Credentials
Series 65
Industry experience
3 years
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.
Based on Ideal Retirement Solutions
Estate planning coordination fees generally range between $0 and $2,499, negotiable
1.50% annually for portfolio management; 1.00% annually for fee-based annuity program
Commissions received by supervised persons for sale of insurance products; not primary source of compensation
Subscription fees for estate planning platform approximately $40 per month or $200 semi-annually, negotiable
17896 Toledo Blade Blvd
Port Charlotte, FL 33948
Florida
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)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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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