Scott Sanborn
Advisor at Retire Agile
Updated today
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.
Location
Mercer, WI
Credentials
Series 65
Industry experience
3 years
About
Scott Sanborn is a Series 65-licensed financial advisor at Align Financial, LLC with three years of industry experience. Prior to joining Align Financial, he worked at Strategic Financial Concepts and Lone Star Analysis. Sanborn served in the United States Military for 30 years before transitioning to the financial industry. Align Financial serves individual and high-net-worth clients with comprehensive financial planning and discretionary investment management. The firm combines fundamental, technical, and cyclical analysis within a mostly long-term, buy-and-hold approach, incorporating AI-assisted tools alongside human review in its advisory process.
Client services
Based on Retire Agile
Financial planning
Portfolio management
Selection of other advisers
Fee options
Flat fee for stand-alone financial planning and retirement planning, fees up to $20,000
Account minimum: $17,500 annual advisory fee Minimum fee: Annual minimum advisory fee of $17,500 for new clients Fee-only: Flat fee retirement planning fees up to $20,000; annual review fees at 75% of initial rate if within 18 months
Location
Mercer, WI
Most active in
Scott S has reported serving >5 clients in these states in the last 12 months.
Florida · Texas · Wisconsin
Work history
Align Financial, LLC
2025 - Present (1 year)
Strategic Financial Concepts
2022 - 2025 (3 years)
Lone Star Analysis
2018 - 2022 (4 years)
Extended Post, Military Travel
2017 - 2017 (1 year)
United States Military
1987 - 2017 (30 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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