Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
35 years
Location
Gatesville, TX
Independent Financial Group, LLC
Enterprise
Scott Johnson is a financial advisor at Independent Financial Group, LLC with 35 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Edward D. Jones & Co., L.P. for 29 years before joining Independent Financial Group in 2019. He serves as an officer and board member of the Boys & Girls Club of Gatesville. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence to develop customized investment strategies using both firm- and third-party models.
Based on Independent Financial Group, LLC
Based on Independent Financial Group, LLC
Flat fees charged for financial planning based on services and complexity; fees negotiable and documented in Financial Planning/Consulting Agreement
$0 - $250,000: 2.16% (2.00% advisor fee + 0.16% program fee max) $250,000 - $500,000: 2.12% (2.00% advisor fee + 0.12% program fee max) $500,000 - $1,000,000: 2.10% (2.00% advisor fee + 0.10% program fee max) $1,000,000 - $2,000,000: 2.06% (2.00% advisor fee + 0.06% program fee max) $2,000,000 - $5,000,000: 2.05% (2.00% advisor fee + 0.05% program fee max) $5,000,000+: 2.04% (2.00% advisor fee + 0.04% program fee max)
Advisory firm is a broker-dealer; clients pay commissions when purchasing securities or insurance products through brokerage services; IARs receive commissions separately
Hourly financial consulting fees, payable in advance or arrears; specific amounts negotiated per client
Subscription-based fees for financial planning programs, paid monthly or quarterly as specified in Financial Planning/Consulting Agreement
Account minimum: $2,000 Fee-only: Negotiable fees for advisory services generally up to 3.00% annually; financial planning hourly fees, fixed fees, subscription fees available; fees specified in Financial Planning/Consulting Agreement
Gatesville, TX
Gatesville TX
Advisors at this office
1
Texas
35 years of industry experience
Independent Financial group
2019 - Present • 7 years
Gatesville, TX
Edward D. Jones & Co., L.P.
1990 - 2019 • 29 years
Gatesville, TX
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Gatesville, TX
Empower Advisory Group
Eric Reese is a financial advisor with Empower Advisory Group and holds a Series 66 designation. He has 22 years of industry experience, with prior roles at Advised Assets Groups, LLC, GWFS Equities, Inc., CUNA Brokerage Services, Inc., and SchoolsFirst FCU. Outside the financial industry, he owns and operates Reese Athletic's, a personal training business serving high school, college athletes, and individuals. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and select retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and savings rates rather than short-term forecasts.
ChFC®, Series 63, Series 65
Gatesville, TX
Edward Jones
Oliver Puhr is a financial advisor with Edward Jones in Gatesville, TX, holding a ChFC® designation and Series 63 and 65 licenses. He has 20 years of industry experience, including prior roles at BBVA Compass Insurance Agency Inc., BBVA Wealth Solutions Inc., BBVA Securities Inc., Compass Bank, Old National Bank, and LPL Financial. Puhr has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors and branch offices.
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