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Scott W
CFP®, Series 63, Series 65
Round Rock, TX
Thrifty Scotty Financial, LLC
Scott Wallace is a CFP® professional with 11 years of industry experience. He is the founder of Thrifty Scotty Financial, LLC, an independent advisory firm based in Round Rock, TX, and previously held roles at Ameriprise Financial Services Inc, Charles Schwab, Per Stirling Capital Management, Tate Asset Management, and DCO Wealth Management. Although licensed to sell life and health insurance, he does not currently engage in insurance sales through his firm. Thrifty Scotty Financial provides investment management and comprehensive financial planning services to individual and high-net-worth clients. The firm emphasizes passive portfolio construction with index funds and ETFs, manages most accounts on a non-discretionary basis, and employs a flat-fee billing model for advisory and planning services.
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