Scott Bussy
Scott Bussy is a registered investment advisor at Bearing Financial Advisors, LLC, based in Austin, TX, with 37 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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 133 clients with $89M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bearing Financial Advisors charges a percentage of the total value of your portfolio for investment management. The exact percentage is negotiated with each client.
Location
9390 Research Blvd, Kaleido Bldg I Suite 330, Austin, TX, 78759
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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 ActivitiesSells Insurance
Scott holds a Group I Insurance License and works as an agent for a Managing General Agency. He dedicates minimal time to this activity, occasionally requesting proposals and reviewing them with clients.
Employment History
Current Registrations
Bearing Financial Advisors, LLC
Previous Registrations
Calton & Associates, INC.
Calton & Associates, INC.Broker
Vsr Advisory Services
Vsr Financial Services, INC.Broker
The Masters, INC.
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
Donaldson, Lufkin & Jenrette Securities CorporationBroker
Bear, Stearns & CO. INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Verex Securities, INC.Broker
Westcap Securities, INC.Broker
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.