Scott Anderson Financial provides financial planning and investment management services. Financial planning is tailored to each client's needs and goals. Investment management involves actively managing and monitoring investment portfolios, primarily using exchange-traded funds, master-limited partnerships, and mutual funds that don't pay commissions to salespeople. Scott Anderson Financial is a fee-only advisor.
Fee Structure
Scott Anderson Financial provides services at an hourly rate ranging from $150 to $250 per hour, which may be negotiable depending on the complexity of the assignment. Fee ranges may be different for clients with a relationship with Mr. Scott Anderson prior to January 1, 2005. Lower fees for comparable services may be available from other sources. Generally, our hourly fees are payable in arrears once we deliver a financial plan to our clients.