Advisor at Scout Financial Planning
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Firm
Scout Financial Planning
Location
Grayling, MI
Credentials
Series 63, Series 65
Industry experience
15 years
Wayne Koppa is a financial advisor with Scout Financial Planning in Grayling, MI, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Scout Financial Planning since 2005. Scout Financial Planning provides fee-only, as-needed financial planning and investment advice primarily to individual clients, focusing on a passive, long-term buy-and-hold approach with low-cost index investments. The firm does not offer ongoing portfolio management or custody of client assets and operates on an hourly or fixed-fee basis.
Based on Scout Financial Planning
Fixed fees based on hourly rate multiplied by estimated hours for service
$100 per hour for financial planning and investment advice services; administrative rate of $40 per hour
Fee-only: Fee-Only, hourly basis
Grayling, MI
Michigan
Scout Financial Planning
2005 - Present (21 years)
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Is not active or affiliated with:
Insurance agent
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They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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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