About DON SCHOLL & ASSOCIATES, INC.
DON SCHOLL & ASSOCIATES, INC. is a reputable financial consulting firm that has been serving clients for over 20 years. Founded by Don Scholl, the company has established itself as a leader in providing financial guidance and advice to clients of various backgrounds and financial goals. With a team of highly qualified advisors and a strong track record, the company prides itself on its expertise, professionalism, and personalized approach to helping clients achieve their financial objectives.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial guidance and advice
- Offers a comprehensive range of financial services
- Serves clients of all ages and backgrounds
- Has a strong track record of success
Facts and Insights
DON SCHOLL & ASSOCIATES, INC. has built a reputation for its expertise and excellence in the financial consulting industry. The company stays up-to-date with the latest trends and developments in the financial world, ensuring that clients receive the most relevant and effective advice. With a deep understanding of financial planning, investment management, and other key areas, the advisors at DON SCHOLL & ASSOCIATES, INC. are well-equipped to guide clients towards achieving their financial goals.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | 20 years |
As of 2020, DON SCHOLL & ASSOCIATES, INC. manages approximately $100 million in assets and has 5 advisors on its team. The company has been in business for over 20 years, providing consistent and reliable financial advice to its clients.
Financial Services Offered
DON SCHOLL & ASSOCIATES, INC. offers a comprehensive range of financial services tailored to the individual needs and goals of each client. These services include financial planning, retirement planning, investment management, tax planning, estate planning, and more. By taking a holistic approach to financial management, the company ensures that clients are provided with all the tools and strategies necessary to reach their desired financial outcomes.
Client Types
DON SCHOLL & ASSOCIATES, INC. serves clients of all ages and backgrounds, including individuals, families, and small businesses. The company believes that everyone deserves access to quality financial guidance, no matter their income or net worth. With a client-centric approach, the advisors at DON SCHOLL & ASSOCIATES, INC. build strong and lasting relationships with each client and work towards their financial success.
Fees & Compensation
The fee structure at DON SCHOLL & ASSOCIATES, INC. is transparent and based on the services provided to each client. The company charges a percentage of assets under management for investment advisory services and may also charge an hourly fee for financial planning and consultation services. Don Scholl and his team are committed to always providing fair and reasonable fees for their expertise and services.
Background
Don Scholl, the founder of DON SCHOLL & ASSOCIATES, INC., has been in the financial consulting field for over 30 years. He is a Certified Financial Planner (CFP) and a Chartered Financial Consultant (ChFC) with a passion for helping others achieve financial success. Don is supported by a team of knowledgeable and experienced advisors who are committed to upholding the company’s reputation for excellence and outstanding client care.
Financial Advisor Disclosures to Know
As a reputable and ethical financial consulting firm, DON SCHOLL & ASSOCIATES, INC. holds itself to the highest standards of integrity and compliance. The company is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC) and is required to disclose any potential conflicts of interest or past disciplinary actions. Clients can trust that the advisors at DON SCHOLL & ASSOCIATES, INC. will always act in their best interest and provide honest and transparent advice.