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Scott Oeth

Advisor at Cahill Financial Advisors, Inc.

Updated today

Location

Henderson, TN

Credentials

CFP®, ChFC®

Industry experience

12 years

About

Scott Oeth is a CFP® and ChFC® with Cahill Financial Advisors, Inc., where he has worked since 2006. He has 12 years of industry experience. Outside of his advisory role, he is co-owner and Head Guide of Bull Moose Patrol, LLC, an outdoor education and guided adventures business. Cahill Financial Advisors serves individuals, trusts, businesses, foundations, and retirement plans with investment advisory, financial planning, and retirement-plan consulting services. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis, emphasizes asset allocation and long-term holdings, and integrates specialized credentials such as CPA and attorney expertise within its team.

Client services

Based on Cahill Financial Advisors, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Cahill Financial Advisors, Inc.

Retirement income strategy

Occupation focus

Based on Cahill Financial Advisors, Inc.

Executive Founder/Business Owner

Fee options

Fixed

Fixed fees for Financial Planning Services; varies by IAR and plan complexity, typically $0 to $5,000.

Percentage

$0 - $250,000: 1.50% $250,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001+: 0.40%

Project-based

Varies by Investment Advisor Representative; hourly rates specified in Financial Planning Services Agreement; typical total cost ranges from $0 to $5,000.

Other

Account minimum: $500,000

Location

Henderson, TN

Most active in

Minnesota · Tennessee · Texas

Work history

Cahill Financial Advisors, Inc.

2006 - Present (20 years)

Disclosures

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

Business activities & affiliations

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