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About Thrifty Scotty Financial, LLC
Thrifty Scotty Financial, LLC is a leading financial advisory firm that offers comprehensive financial services to its clients. The firm is committed to helping individuals, families, and businesses achieve financial success through sound financial planning and investment management.
How the Advisor Helps Clients – Key Takeaways:
At Thrifty Scotty Financial, LLC, the team of experienced financial advisors provide personalized guidance to clients to help them navigate the complexities of the financial world and make smart financial decisions. They offer a wide range of services, including financial planning, investment management, retirement planning, tax planning, and estate planning.
- The firm takes a holistic approach to financial planning and works with clients to create customized financial plans that align with their unique goals and objectives.
- The advisors at Thrifty Scotty Financial, LLC believe that education is key to financial success and they strive to educate their clients on various financial topics so they can make informed decisions.
- They regularly review and monitor their clients’ portfolios to ensure that their investment strategies are aligned with their goals and risk tolerance.
Facts and Insights:
Here are some quick facts and insights about Thrifty Scotty Financial, LLC:
- The firm currently manages over $200 million in assets under management.
- There are 10 financial advisors at the firm who have an average of 15 years of experience in the industry.
- Thrifty Scotty Financial, LLC has been in business for 25 years, providing reliable financial advice and guidance to its clients.
Assets Under Management, Number of Advisors, and Time in Business:
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Financial Services Offered:
Thrifty Scotty Financial, LLC offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Financial planning
- Investment management
- Retirement planning
- Tax planning
- Estate planning
The firm also offers specialized services such as business succession planning and risk management.
Client Types:
Thrifty Scotty Financial, LLC serves a diverse client base including individuals, families, and businesses. The firm’s clients come from various backgrounds and have different financial needs and goals.
Fees and Compensation:
Like most financial advisory firms, Thrifty Scotty Financial, LLC charges fees based on a percentage of assets under management. The firm’s fee schedule is competitive and transparent. They also offer fee-only services, meaning they do not receive any commissions or third-party compensation for their services.
Background:
Thrifty Scotty Financial, LLC was established by Scott Johnson in 1996. Scott has over 30 years of experience in the financial industry and is a Certified Financial Planner (CFP). He leads a team of skilled financial advisors who are committed to providing personalized and transparent financial advice to their clients.
Financial Advisor Disclosures to Know:
In accordance with industry regulations, Thrifty Scotty Financial, LLC has several disclosures that clients should be aware of. These include:
- The firm has no disclosures related to disciplinary actions or legal issues.
- The advisors at Thrifty Scotty Financial, LLC do not buy or sell securities for their own personal accounts.
- The firm does not have any affiliated businesses or relationships that could create conflicts of interest.
Overall, Thrifty Scotty Financial, LLC is a reputable and trustworthy financial advisory firm that is dedicated to helping clients achieve their financial goals. Their team of experienced advisors, comprehensive services, and transparent fee structure make them a top choice for individuals, families, and businesses seeking reliable financial guidance.