Advisor at Symphony Financial Services, Inc.
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
Symphony Financial Services, Inc.
Location
Akron, OH 44333
Credentials
Series 63, Series 65
Industry experience
22 years
Scott Spears is a financial advisor with Symphony Financial Services, Inc. in Akron, OH, holding Series 63 and Series 65 registrations and bringing 22 years of industry experience. He has been with Symphony Financial Services since 2009 and has also worked with Linsco Private Ledger since 2007. Symphony Financial Services serves individuals, trusts, pension and profit-sharing plans, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a client-specific approach using a range of investment instruments and strategies tailored to each client’s objectives and risk tolerance.
Based on Symphony Financial Services, Inc.
Based on Symphony Financial Services, Inc.
Flat fees range from $500 to $5,000 for Financial Planning & Consulting; $1,000 to $10,000 for Retirement Plan Consulting
Representatives may earn commissions as registered representatives of LPL on securities sales outside advisory accounts
Maximum hourly fee $300 for Financial Planning & Consulting and Retirement Plan Consulting
Minimum fee: Written financial plans generally assessed a minimum fee of $250 Fee-only: Financial Planning & Consulting: hourly fee up to $300/hour; flat fees range from $500 to $5,000; Retirement Plan Consulting: hourly fee up to $300/hour; flat fees range from $1,000 to $10,000
529 N Cleveland Massillon Rd., Suite 200
Akron, OH 44333
Ohio
Symphony Financial Services, Inc.
2009 - Present (17 years)
Linsco Private Ledger
2007 - Present (19 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.
Lawyer
They provide legal services, typically billed separately.
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.
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.
Series 63, Series 65
Akron, OH
Alpha Asset Management
Series 63, Series 65
Brecksville, OH
Jaras Financial Services, Inc.
Series 65
Akron, OH
Priority Investment Management LLC
Series 66
Akron, OH
Fortifi Capital, LLC
Series 63, Series 65
Broadview Heights, OH
Ascend Wealth Advisors, LLC
CFA®, Series 65, Series 66
Uniontown, OH
Summit Investments and Financial Planning
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")