AS
AS

Austin Michael Scott

4 Years of Experience
Sells Insurance
Areas of Practice
Estate PlanningFinancial Planning & CoachingTax PlanningBusiness OwnersInvestment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
582 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$50K
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Location

Thanksgiving Business Park, 2600 Executive Parkway, Suite 451, Lehi, UT, 84043

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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 ActivitiesSells Insurance

Austin is a registered independent field underwriter for several insurance companies, producing life insurance. This activity is insurance-related.

Employment History
Current Registrations
Andina Family Offices
October 2021 - Present · 4 yrs 4 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.