Scamardo Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,500,000
Clients
30
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
30
HighAverage account size
$316,667
About
Scamardo Financial provides portfolio management, financial planning and pension consulting to individual clients and pension or profit‑sharing plans. As of March 17, 2025, the firm reports roughly 53 client accounts with about $9.5 million in assets under management, the vast majority of which are managed on a non‑discretionary basis.
The firm uses fundamental analysis and favors long‑term purchase strategies, documenting objectives in an investment policy statement tailored to each client. Recommendations are implemented with client approval; the adviser typically executes approved trades under a limited trading authorization and conducts monthly account reviews with quarterly commentary.
Compared with peers, the firm’s emphasis on non‑discretionary management and its offering of pension consulting are notable — both are relatively uncommon among independent advisers. The firm also discloses limited custody arrangements for fee deduction, and all advisory functions are handled by the firm’s principal, who holds a CFP® designation.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
General retirement planning
Retirement income strategy
Long-term care insurance
Options & derivatives strategies
Fee options
Financial planning fees typically between $1,000 and $5,000; Consulting fees may be fixed fee between $1,000 and $5,000
$0 - $1,000,000: 1.0% annually $1,000,001 - $2,000,000: 0.9% annually $2,000,001 - $5,000,000: 0.5% annually $5,000,001+: 0.25% annually
Consulting service fees may be charged on an hourly basis (range $1,000 to $5,000)
Fee-only: Financial planning fees typically between $1,000 and $5,000; Consulting fees typically between $1,000 and $5,000, charged hourly, fixed fee, or AUM basis
Main office location
Scamardo Financial LLC
Helotes TX, United States
Number of offices
1
Most active in
Scamardo Financial LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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:
-
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.
-
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.
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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.
Forms ADV
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