Scott Oeth is a CFP, ChFC-designated registered investment advisor at Cahill Financial Advisors, INC., based in Edina, MN, with 12 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,031 clients with $1.4B in assets under management.
Compensation
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Fee Structure
Cahill Financial Advisors charges an annual fee based on a percentage of the assets they manage, ranging from 0.40% to 1.50%. The specific fee schedule depends on the Investment Advisor Representative you work with. Fees are assessed quarterly based on the market value of your account on the last day of the quarter. Some assets may be excluded from the fee calculation based on a written agreement. Clients using the Pontera Solutions Inc. platform will receive an invoice for fees due upon receipt.
Contact
Scott Oeth
Location
7261 Ohms Lane, Edina, MN, 55439
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Scott is co-owner of Bull Moose Patrol, LLC, an outdoor education and guided adventures company, dedicating about 10-20% of his time. He also participates in speaking engagements, teaches financial planning, and serves as an expert witness, dedicating minimal time, and owns a member's share in Cahill Real Estate Holdings, LLC, which owns an office building, dedicating minimal time.
Employment History
Current Registrations
Cahill Financial Advisors, INC.
State Registrations3 states
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.
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