Scott Anderson is a CFP-designated registered investment advisor at Gw Financial, based in Reno, NV, with 19 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 93 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.20% |
| $10M+ | 0.10% |
Fee Estimator
Location
5470 Kietzke Lane, Suite 300, Reno, NV, 89511
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Scott is an accounting instructor at Chapman University for about a full day per week when teaching. He also works with personal tax clients as a CPA/Enrolled Agent, dedicating a significant amount of time to this activity.
Employment History
Current Registrations
Gw Financial
Scott Anderson Financial, INC.
Previous Registrations
Cambridge Investment Research Advisors, INC.
State Registrations1 state
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