Scott Draper is a CFP-designated registered investment advisor at Thrive Financial Planning, based in El Dorado Hills, CA, 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 78 clients with $44M 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 $4.0M | 1.00% |
| $4M+ | 1.00% |
Fees on portfolios greater than $4,000,000 are negotiable. The firm also monitors assets on a non-discretionary basis for a fee of 0.75% per year on assets up to $4,000,000. Fees on portfolios greater than $4,000,000 are negotiable.
Fee Estimator
Contact
Scott Draper
Location
5170 Golden Foothill Parkway, Suite 201, El Dorado Hills, CA, 95762-9608
Get directionsHistory
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 Draper is a licensed Certified Public Accountant and offers limited tax planning services to existing clients. This activity is part of his ongoing client engagements.
Employment History
Current Registrations
Thrive Financial Planning
Previous Registrations
Pennington Financial Group
Frank, Rimerman Advisors LLC
State Registrations1 state
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
Additional Information
Scott began his career in accounting with Ernst & Young and has worked as a financial advisor since 2001. He holds a BS and MS in Accounting from Brigham Young University. Scott serves as the president of the Financial Planning Association of Northern California. He is also active in community service through his church, the Rotary Club of El Dorado Hills, and the El Dorado Hills Chamber of Commerce.