Scott Financial Resources LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Scott Financial Resources LLC provides discretionary portfolio management and financial planning to individuals and high-net-worth individuals. The firm manages a small client base (about 10 clients) with roughly $3.75 million in discretionary assets and generally advises on mutual funds, fixed income, real estate funds (including REITs), annuities and other insurance products, ETFs (including precious metals), TIPS, and commodities.
The firm documents client goals in an Investment Policy Statement and typically manages accounts on a discretionary, long-term trading basis, employing a mix of charting, cyclical, fundamental, modern portfolio theory, quantitative and technical analysis. Clients receive regular reporting through custodians and accounts are reviewed at least annually, with non‑periodic reviews triggered by market events or changes in a client’s financial situation.
Compared with many peers, the firm is affiliated with an insurance agency under common ownership and a principal is a licensed health insurance agent who accepts commissions for Medicare Supplement sales, a relationship the brochure discloses as a potential conflict of interest. The firm also performs tax-preparation services through an affiliated entity and requires clients to custody assets at specified providers (including a traditional brokerage custodian and an insurance-company custodian), arrangements that may differ from larger independent advisers.
Client services
Expertise
Fee options
Financial planning fixed fees range from $500 to $5,000 (negotiable). Final fee is memorialized in agreement.
$0 - $250,000: 1.00% $250,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.25% $10,000,001+: 0.10%
Main office
11 Carlisle St., Suite 306
Hanover PA 17331
Advisors at this office
1
Most active in
Pennsylvania
Also doing business as
Scott Financial Resources LLC · Scott Financial Resources, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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.
-
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
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)