Scott Spears is a registered investment advisor at Symphony Financial Services, INC., based in Akron, OH, with 22 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 641 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Symphony Financial offers asset management and comprehensive portfolio management services. The maximum annual fee for asset management is 2.00% of the account value. The maximum annual fee for comprehensive portfolio management is 2.50% of the account value. Fees are negotiable and are deducted from the account quarterly.
Location
529 N Cleveland Massillon Rd., Suite 200, Akron, OH, 44333
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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.
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Scott is associated with Symphony Financial Services as a DBA since 2007. Since 2009, he has been a registered investment advisor with Symphony Financial Services, Inc., providing asset management and financial planning services as a hybrid RIA.
Employment History
Current Registrations
Symphony Financial Services, INC.
LPL Financial LLCBroker
Previous Registrations
LPL Financial Corporation
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Family Wealth Counselors, INC. (not "waelth")
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Linsco/private Ledger CORP.Broker
State Registrations9 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.