S
Scout Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
2
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
2
Average account size
$0
About
Scout Financial Planning provides fee-only, as-needed financial planning and investment advice primarily to individual clients, and also assists with small-business retirement program evaluation and set-up. Services cover investment guidance (asset allocation and investment selection) as well as financial planning topics such as tax, estate, cash flow and retirement planning.
The firm follows a passive, fundamental long-term buy-and-hold philosophy and typically recommends low-cost, no-load index investments and periodic rebalancing; engagements are non-discretionary and conclude after the adviser delivers recommendations. Reviews are client-initiated rather than continuously managed, and the firm does not take custody of client assets or vote proxies on client securities.
Compared with peers, Scout is notable for not providing ongoing portfolio management for individual accounts and for not charging percentage-of-assets fees; it operates only on a fee-only hourly or fixed-fee basis and reports no assets under management. The firm is very small in scale, serving a very limited number of clients, and the principal performs planning and advisory functions without dedicated staff.
Client services
Financial planning
Expertise
General retirement planning
General tax planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
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
Main office location
Scout Financial Planning
Grayling MI, United States
Number of offices
1
Most active in
Scout Financial Planning has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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