Sanders & Scott, CHFC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$145,931,203
Clients
392
Advisors
2
of 3 employees
About
Sanders & Scott, ChFC provides discretionary asset management and financial planning and consulting to individuals (including high-net-worth clients), charitable organizations, and corporations. The firm’s advisers are also licensed insurance agents and may offer insurance products for which they receive separate, commission-based compensation.
The firm delivers tailored investment advice on a discretionary basis, employing a mix of charting (technical) analysis, fundamental analysis, and a long-term purchase orientation, and it notes that tax efficiency is not its primary management focus. It relies on an institutional custodian platform to execute and custodialize client accounts, requires clients to direct brokerage to that custodian, and performs ongoing monitoring with at least annual account reviews.
Sanders & Scott manages an unusually large number of client relationships per adviser compared with peers, a characteristic that aligns with its use of standardized operational processes (directed brokerage, aggregated trading) and custodian-provided research and technology to service accounts efficiently. The firm also recently underwent a change in ownership/leadership and operates with a multi-office structure despite a small advisory team, which are operational distinctions prospective clients may consider.
Client services
Expertise
Fee options
$0 - $500,000: 1.5% $500,000 - $1,000,000: 1.0% $1,000,000+: 0.75%
Insurance commissions earned by persons providing advice and licensed as independent insurance agents, separate from advisory fees.
Main office
3651 Mars Hill Rd, Suite 2800 B
Watkinsville GA 30677
Advisors at this office
2
Most active in
Alabama · Florida · Georgia · Louisiana · North Carolina · South Carolina · Tennessee · Texas
Also doing business as
Preston F. Sanders, Chfc · Preston F. Sanders, Chfc, LLC · Preston Franklin Sanders · Sanders & Scott, Chfc · Sanders & Scott, LLC · Sanders, Preston Franklin
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.
Advisors at this firm
Robert S
ChFC®
Watkinsville, GA
Sanders & Scott, CHFC
Robert Scott is a ChFC® credentialed financial advisor with five years of industry experience. He has worked at Preston F. Sanders, ChFC, LLC since 2015. Sanders & Scott, ChFC provides discretionary asset management and financial planning services to individuals, charitable organizations, and corporations. The firm manages portfolios tailored to client objectives using charting analysis, fundamental analysis, and long-term purchase strategies, overseeing over $135 million in discretionary assets across nearly 480 client relationships.
Preston S
ChFC®, Series 63
Watkinsville, GA
Sanders & Scott, CHFC
Preston Sanders, ChFC, is a financial advisor with Sanders & Scott, holding the ChFC® designation and Series 63 license, and has 20 years of industry experience. He has operated Preston F. Sanders, ChFC, LLC since 1997. Sanders & Scott, ChFC provides discretionary asset management and financial planning to individuals—including both high-net-worth and non-HNW clients—as well as charitable organizations and corporations. The firm tailors portfolios using charting analysis, fundamental analysis, and long-term purchase strategies, managing approximately $135 million in discretionary assets across 479 client relationships.
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