Scott Spencer is a registered investment advisor at Realized Financal, INC., based in Austin, TX, with 28 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Real Estate Investing. Their firm serves 1 clients.
Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:$300K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.60% |
| $15.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees and account minimums are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
500 W. 13th Street, Austin, TX, 78701
Get directionsHistory
Regulatory History (1)
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Criminal
October 1994Final Disposition
Employment History
Current Registrations
Realized Financal, INC.
March 2025 - Present · 1 yr 1 mo
Realized Financial, INC.Broker
March 2025 - Present · 1 yr 1 mo
Realized Financial, INC.
March 2025 - Present · 1 yr 1 mo
Previous Registrations
Frost Brokerage Services, INC.Broker
April 2024 - February 2025 · 10 mos
Frost Investment Services
April 2024 - February 2025 · 10 mos
Realized Financial, INC.Broker
March 2016 - February 2024 · 7 yrs 11 mos
Realized Financal, INC.
March 2016 - February 2024 · 7 yrs 11 mos
NFP Securities, INC.
January 2002 - March 2014 · 12 yrs 2 mos
NFP Securities, INC.Broker
January 2002 - March 2014 · 12 yrs 2 mos
Banc One Securities CorporationBroker
May 2001 - January 2002 · 8 mos
Banc One Securities CorporationBroker
October 1999 - September 2000 · 11 mos
First Union Brokerage Services, INC.Broker
December 1998 - October 1999 · 10 mos
Fidelity Brokerage Services, INC.Broker
February 1995 - December 1998 · 3 yrs 10 mos
La Jolla Capital CorporationBroker
May 1994 - October 1994 · 5 mos
The Champion Group, INC.Broker
January 1994 - June 1994 · 5 mos
State Registrations1 state
TX
AdvisorBrokerBoth
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.