Scamardo Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Scamardo Financial, LLC provides portfolio management, financial planning, and pension consulting to individuals — including high‑net‑worth clients — and to pension and profit‑sharing plans. As of 6/1/2026 the firm reported roughly $11.5 million in assets across 53 non‑discretionary accounts and serves about 30 clients.
The firm pursues a long‑term investment approach driven by fundamental analysis and typically constructs portfolios using ETFs and mutual funds while offering recommendations across a broad set of securities. Scamardo Financial operates primarily on a non‑discretionary basis: clients review and approve recommendations before implementation, and trades are executed only after client authorization or under a limited power of attorney.
What is noteworthy about the firm relative to many independent peers is its predominantly non‑discretionary asset base and its provision of pension consulting services, both of which are comparatively uncommon among independent advisers. The firm also provides written financial planning across topics such as taxes, insurance, retirement and estate planning, does not charge performance‑based fees, and forwards proxy materials to clients rather than voting them on clients’ behalf.
Client services
Expertise
Fee options
Financial planning fees typically range from $1,000 to $10,000; Consulting services may also be fixed fee in the $1,000 to $10,000 range
$0 - $1,000,000: 1.0% $1,000,001 - $2,000,000: 0.9% $2,000,001 - $5,000,000: 0.5% $5,000,001+: 0.25%
Consulting services fees may be charged on an hourly basis, typically in the range of $1,000 to $10,000 (likely fixed fee range, hourly specifics not further detailed)
Main office
Helotes TX
Advisors at this office
1
Most active in
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
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