A complete list of active advisors currently associated with Scott Financial Resources LLC

Warmer can help you find a great advisor at Scott Financial Resources LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Scott Financial Resources LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Travis Scott	Hanover, PA	10

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