SS
CFP · PFS
SS
CFP · PFS

Scott Sprinkle

27 Years of Experience
Littleton, CO

Scott Sprinkle is a CFP, PFS-designated registered investment advisor at Sprinkle Financial Consultants LLC, based in Littleton, CO, with 27 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. Their firm serves 237 clients with $870M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
237 clients
Average Client Portfolio
$3.7M average
Assets Under Management
$869.8M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Sprinkle Financial Consultants (SFC) offers investment management services where fees are based on a percentage of the value of your investments. The annual investment management fee varies from 0.225% to 1.50%, depending on the amount you invest and the complexity of the services. The fee is calculated each quarter based on the market value of your investments at the end of the previous quarter.

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Location

1520 West Canal Court, Suite 220, Littleton, CO, 80120

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Scott is a manager at Trinity Resources LLC, involved in evaluating potential oil and gas investments, dedicating minimal time. He is also a member of the investment committee for the Colorado Society of CPAs, assisting in managing its funds, also dedicating minimal time.

Employment History
Current Registrations
Sprinkle Financial Consultants LLC
January 1999 - Present · 27 yrs 3 mos
State Registrations2 states
COTX
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.