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Scott Hemerda

2 Years of Experience
Cape Coral, FL

Scott Hemerda is a registered investment advisor at Planpilot, based in Cape Coral, FL, with 2 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 172 clients with $5.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
IM Fee
Planning only
Assets Under Management
$5.6B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
One-Time Plan:$6,500 - $60,000
Hourly Rate:$100 - $400/hr
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Location

Cape Coral, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Scott is the managing member of White Ash LLC, a rental property, since 2021. He spends minimal time per month managing the rental property.

Employment History
Current Registrations
Planpilot
November 2023 - Present · 2 yrs 5 mos
State Registrations1 state
TX
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.