Advisor at Safe Harbor Fiduciary, 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
Safe Harbor Fiduciary, LLC
Location
Pensacola, FL 32502
Credentials
Series 63
Industry experience
12 years
Scott Mccaghren is a financial advisor at Safe Harbor Fiduciary, LLC with 12 years of industry experience. He holds a Series 63 designation and has worked at Coastal Equity Management, LLC and Safe Harbor Tax Advisory, LLC in addition to his current role. He is also involved in insurance product sales and serves as Managing Member and Chief Compliance Officer at Coastal Equity Management, which provides sub-advisory services to exchange-traded funds. Safe Harbor Fiduciary offers discretionary portfolio management, financial planning, and consulting primarily for individual clients, trusts, and high-net-worth households. The firm uses a tailored investment approach based on fundamental, technical, and cyclical analysis, employing various trading strategies and option-writing techniques, typically managing accounts on a discretionary basis.
Based on Safe Harbor Fiduciary, LLC
$0 - $1,000,000: 2.00% annually $1,000,001 - $2,000,000: 1.75% annually $2,000,001 - $3,000,000: 1.50% annually $3,000,001+: 1.25% annually
Account minimum: $500,000 Fee-only: Fixed fee financial planning services ranging from $25 to $2,250 depending on the service
700 South Palafox Street, Suite 300
Pensacola, FL 32502
Alabama · Florida · Texas
Coastal Equity Management, LLC
2024 - Present (2 years)
Safe Harbor Tax Advisory, LLC
2020 - Present (6 years)
Safe Harbor Fiduciary, LLC
2020 - Present (6 years)
Safe Harbor Fiduciary, LLC
2018 - Present (8 years)
Safe Harbor Tax Advisory
2016 - Present (10 years)
Safe Harbor Fiduciary, LLC
2015 - Present (11 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.
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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