Kyle S. Scott Financial Planning, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kyle S. Scott Financial Planning, Inc. serves individual clients (including high‑net‑worth households), as well as charitable organizations and business entities, delivering discretionary and non‑discretionary portfolio management alongside separate financial planning and consulting services. Portfolio engagements typically begin with a complimentary financial plan that is used to tailor ongoing investment advice and model‑portfolio selection.
The firm constructs client portfolios using model allocations aligned to stated risk tolerances and employs a range of analytic approaches, including fundamental, technical, charting, and cyclical analysis; it primarily invests in equities, ETFs, and mutual funds and may accommodate short‑term trading, short sales, or margin strategies when deemed suitable. Clients may grant the firm discretionary trading authority, or retain non‑discretionary control, and the firm combines household account values when applying its advisory fee breakpoints.
Noteworthy distinctions include a relatively large asset base for a two‑advisor practice (about $72 million in assets under management across roughly 220 clients), and a required, directed custody relationship with Charles Schwab that provides institutional services and research to the firm — a practice that creates potential conflicts of interest tied to soft‑dollar benefits. In addition, advisors are licensed insurance agents who may receive commissions for insurance sales, and the firm does not vote client proxies on clients’ behalf.
Client services
Expertise
Fee options
$0 - $49,999: 1.20% $50,000 - $149,999: 1.10% $150,000 - $349,999: 1.05% $350,000 - $499,999: 1.00% $500,000 - $649,999: 0.95% $650,000 - $799,999: 0.90% $800,000 - $999,999: 0.80% $1,000,000 - $1,999,999: 0.70% $2,000,000 - $3,499,999: 0.60% $3,500,000+: 0.50%
$250 per hour, negotiable depending on scope and complexity
Main office
2000 S. College Ave, Suite 310
Fort Collins CO 80525
Advisors at this office
2
Most active in
Colorado · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Forms ADV
Quick links
Advisors at this firm
Kyle S
CFP®, Series 66
Fort Collins, CO
Kyle S. Scott Financial Planning, Inc.
Kyle Scott is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 21 years of industry experience. He is the principal of Kyle S. Scott Financial Planning, Inc. in Fort Collins, Colorado, where he has worked since 2017. Prior to founding his firm, he was with Centaurus Financial, Inc. and Waddell & Reed. He is also an independent insurance agent. Kyle S. Scott Financial Planning, Inc. serves individual clients, including high-net-worth households, as well as charitable organizations and business entities. The firm offers discretionary and non-discretionary portfolio management combined with financial planning and consulting, using model portfolios that incorporate multiple analytic approaches and primarily invest in equities, ETFs, and mutual funds.
Erin C
Series 65
Fort Collins, CO
Kyle S. Scott Financial Planning, Inc.
Erin Coatney is a financial advisor with Kyle S. Scott Financial Planning, Inc. in Fort Collins, CO, holding a Series 65 license and eight years of industry experience. She has worked at Kyle S. Scott Financial Planning since 2017, with a brief period spent traveling and as a full-time student prior to that. Outside of advising, she is also an independent insurance agent. Kyle S. Scott Financial Planning, Inc. serves individual clients, charitable organizations, and business entities, offering both discretionary and non-discretionary portfolio management along with financial planning and consulting services. The firm uses model portfolios aligned to client risk tolerances and employs various analytic methods, primarily investing in equities, ETFs, and mutual funds.
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