Advisor at Scott Financial Resources 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
Scott Financial Resources LLC
Location
Hanover, PA 17331
Credentials
Series 65
Industry experience
10 years
Travis Scott is a financial advisor with Scott Financial Resources LLC, holding a Series 65 designation and 10 years of industry experience. Prior to founding his firm, he worked at Lehman Financial Resources, Inc. from 2015 to 2023 and is also associated with EP Wealth. In addition to his advisory practice, he prepares tax returns for clients through Scott Tax Resources LLC, offering tax preparation services to his advisory clients at no additional cost. Scott Financial Resources LLC provides ongoing portfolio management and financial planning to individual and high-net-worth clients, managing a variety of investments including mutual funds, ETFs, equities, fixed income, real estate funds, annuities, and private placements. The firm uses multiple analytical methods and maintains a long-term trading orientation, with accounts typically managed on a discretionary basis and reviewed at least annually.
Financial planning fees range from $500 to $5,000, negotiable.
$0 - $250,000: 1.00% $250,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.25% $10,000,001+: 0.10%
Commission earned on sale of Medicare Supplement plans by a licensed insurance agent, not primary source of compensation.
11 Carlisle St., Suite 306
Hanover, PA 17331
Pennsylvania
Scott Financial Resources LLC
2023 - Present (3 years)
EP Wealth
2023 - Present (3 years)
Lehman Financial Resources, Inc.
2015 - 2023 (8 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.
Series 65
York, PA
Lifetime Financial Foundations, LLC
CFP®, ChFC®, Series 63
York, PA
Saubel Financial Group
Series 65
York, PA
Myrmidon Private Capital
Series 63, Series 65
Spring Grove, PA
Kreiner Financial Wealth Management, Inc.
Series 63, Series 65
Gettysburg, PA
Robert William Shoemaker,Iii
Series 65
York, PA
RCPlanners
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")