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Scott Sensenig

31 Years of Experience
Myrtle Beach, SC
1 DisclosureSells Insurance

Scott Sensenig is a registered investment advisor at Diazo, LLC, based in Myrtle Beach, SC, with 31 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 290 clients with $180M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
290 clients
Average Client Portfolio
$613K average
Assets Under Management
$177.9M

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1000K1.40%
$1.0M - $3.0M1.10%
$3M+0.90%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1109 48th Ave North, Unit 212, Myrtle Beach, SC, 29577

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 1998
Settled
Other Business ActivitiesSells Insurance

Scott is the founder and a financial advisor at Financial Fitness Wealth Mgmt, managing investment accounts for clients, dedicating about a quarter of his time outside of trading hours and nearly full-time during trading hours. He is also the founder of Financial Fitness Benefits & Ins Solutions LLC, providing insurance solutions to individuals and businesses, spending a few hours per week.

Employment History
Current Registrations
Diazo, LLC
January 2023 - Present · 3 yrs 3 mos
Previous Registrations
The Leaders Group, INC.Broker
March 2024 - May 2024 · 2 mos
Innovative Adviser Solutions, LLC
April 2022 - March 2023 · 11 mos
Spc
March 2014 - May 2022 · 8 yrs 2 mos
Sigma Financial CorporationBroker
December 2005 - May 2022 · 16 yrs 5 mos
Spc
December 2005 - December 2012 · 7 yrs
Citistreet Financial Services LLC
November 2001 - January 2006 · 4 yrs 2 mos
Citistreet Equities LLCBroker
November 2000 - December 2005 · 5 yrs 1 mo
Raymond James Financial Services, INC.Broker
January 1999 - March 1999 · 2 mos
Robert Thomas Securities, INCBroker
December 1997 - January 1999 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1995 - November 1997 · 2 yrs 2 mos
Dean Witter Reynolds INC.Broker
February 1995 - August 1995 · 6 mos
Aetna Investment Services, INC.Broker
October 1993 - February 1995 · 1 yr 4 mos
Aetna Life Insurance and Annuity CompanyBroker
March 1993 - October 1993 · 7 mos
L.C. Wegard & CO., INC.Broker
September 1992 - December 1992 · 3 mos
State Registrations1 state
SC
Advisor

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.

Exams
No exam information available for this advisor.
Scott Sensenig - Financial Advisor | TrueAdvisor