SF
CFP
SF
CFP

Scott Fisher

26 Years of Experience
Knoxville, TN
1 DisclosureBrokerSells Insurance

Scott Fisher is a CFP-designated registered investment advisor at Tvamp, LLC, based in Knoxville, TN, with 26 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, Insurance Planning, Investment Management, and 1 more. Their firm serves 2,612 clients with $1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
2,612 clients
Average Client Portfolio
$383K average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.00%
$100K - $300K1.75%
$300K - $750K1.50%
$750K - $1.5M1.25%
$1.5M+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6025 Brookvale Lane, Suite 160, Knoxville, TN, 37919

Get directions

History

Regulatory History (1)
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Customer Dispute
June 2019
Denied
Other Business ActivitiesSells Insurance

Scott owns commercial and residential real estate through Zuriel Properties LLC, ARK, LLC, and TVAMP PropCo I, dedicating minimal time to these ventures. He also works with Tennessee Valley Asset Management Partners as a Registered Investment Advisor and DBA for LPL business, taking about half of his time, and sells non-variable insurance products (Life, Disability, LTC) through Tennessee Brokerage Agency, dedicating minimal time.

Employment History
Current Registrations
Tvamp, LLC
June 2012 - Present · 13 yrs 10 mos
LPL Financial LLCBroker
December 2006 - Present · 19 yrs 4 mos
LPL Financial LLC
December 2006 - Present · 19 yrs 4 mos
Previous Registrations
LPL Financial LLC
June 2007 - March 2013 · 5 yrs 9 mos
Edward JonesBroker
September 1999 - December 2006 · 7 yrs 3 mos
State Registrations10 states
ALFLGAMAMINCSCTNTXVA
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.