Robert Scott
Advisor at Partner Wealth
Updated today
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.
Fee options
Fixed financial planning fees ranging from $1,500 to $12,000, negotiable
up to 1.25% annually (negotiated on a client-by-client basis)
May receive compensation from insurance companies for placing insurance products; no compensation from sales of securities or mutual funds
Fee-only: Financial planning upfront charge between $500 and $8,500; ongoing fees between $100 and $8,500 per month; fixed fees between $1,500 and $12,000
Work history
Partner Wealth Planning, LLC
2017 - Present (9 years)
Larson Financial Group, LLC
2015 - 2017 (2 years)
Larson Financial Securities, LLC
2015 - 2017 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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