A complete list of active advisors currently associated with Scout Financial Planning

Warmer can help you find a great advisor at Scout Financial Planning or one who fits your needs even better.

Scout Financial Planning provides fee-only, as-needed financial planning and investment advice primarily to individual clients, and also assists with small-business retirement program evaluation and set-up. Services cover investment guidance (asset allocation and investment selection) as well as financial planning topics such as tax, estate, cash flow and retirement planning. The firm follows a passive, fundamental long-term buy-and-hold philosophy and typically recommends low-cost, no-load index investments and periodic rebalancing; engagements are non-discretionary and conclude after the adviser delivers recommendations. Reviews are client-initiated rather than continuously managed, and the firm does not take custody of client assets or vote proxies on client securities. Compared with peers, Scout is notable for not providing ongoing portfolio management for individual accounts and for not charging percentage-of-assets fees; it operates only on a fee-only hourly or fixed-fee basis and reports no assets under management. The firm is very small in scale, serving a very limited number of clients, and the principal performs planning and advisory functions without dedicated staff.

To learn more about the advisors currently working at Scout Financial Planning, 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.