Scott Frey is a CFP-designated registered investment advisor at Planful Finance LLC, based in Lake Oswego, OR, with 13 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 60 clients with $54M 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 - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.20% |
Schedule applies to Planful Partner accounts custodied at Charles Schwab. Planful Investor accounts custodied at Betterment are charged a flat 0.5% annually. Planful Start includes financial planning services to be charged at the fixed and hourly fees described below. Planful Start fees are waived for Planful Partner clients with assets under management greater than $1,000,000.
Fee Estimator
Location
525 3rd Street, Suite 200, Lake Oswego, OR, 97034
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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 →Employment History
Current Registrations
Planful Finance LLC
Previous Registrations
Skyline Financial Northwest
State Registrations5 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.
Exams
Additional Information
In somewhat atypical fashion, I came to financial planning via philosophy.During my years at New York University my focus was in metaphysics. However, it is precisely this love for engaging in life’s deeper questions that drives me to be a financial planner. My personal belief has always been that money is never the goal. Money is only a means by which we can do whatever it is we really want to do. And when you think of money as a partner in the pursuit of life’s purposes, its role becomes much more than numbers on page.My passion is for empowering people to accomplish their goals. Whether it is saving for retirement, funding a child’s education, financing a new home or growing your business, these are critical opportunities for dollars to be maximized.Let’s create wealth solutions so that finance concerns can move to the periphery and you can focus on what you love most.