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Seth Scott

4 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingEducation PlanningEstate PlanningCharitable GivingBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
1,808 clients
Average Client Portfolio
$295K average
Assets Under Management
$533.9M

Fee Structure

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Location

6187 Carpinteria Avenue, Carpinteria, CA, 93013

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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

Seth is involved in several outside business activities, including musical direction for Jubilation Singers, project management for Broadway Media Distribution, and serving as a musician. He also dedicates a significant amount of time to Heartwood Financial Planning and Agape Planning Partners, where he provides financial planning, tax preparation, securities, and insurance sales and service.

Employment History
Current Registrations
Envoy Advisory INC.
November 2025 - Present · 3 mos
Harvest Investment Services, LLC
July 2025 - Present · 7 mos
Previous Registrations
Planmember Securities Corporation
October 2021 - June 2025 · 3 yrs 8 mos
Planmember Securities CorporationBroker
September 2021 - June 2025 · 3 yrs 9 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.