Scott Hanna
Scott Hanna is a registered investment advisor at Westpoint Wealth Management, LLC, based in Willoughby Hills, OH, with 39 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 495 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.65% |
Annual fee is negotiable based on various criteria. WestPoint also uses third-party managers such as Orion Portfolio Solutions, SEI, and AssetMark, which have their own fee structures.
Fee Estimator
Location
Willoughby Hills, OH
Get directionsHistory
Regulatory History (7)
Customer Dispute
December 2014Customer Dispute
October 2008Customer Dispute
October 2003Customer Dispute
May 2001Customer Dispute
April 1995Criminal
July 1979Criminal
February 1975Other Business ActivitiesSells Insurance
Scott sells fixed insurance products, including life, disability, annuities, and long-term care, with various companies since 2017, and is an insurance agent with Westpoint Wealth Management since 2014, dedicating about 10-20% of his time. He also owns The Willoughby Agency, a property and casualty business, since 2003, spending a few hours per week as the owner.
Employment History
Current Registrations
Westpoint Wealth Management, LLC
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Ameritas Investment CORP
Ameritas Investment CORP.Broker
New England Securities Corporation
New England SecuritiesBroker
Pruco Securities, LLC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.