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Kyle S. Scott Financial Planning
KYLE S. SCOTT FINANCIAL PLANNING, INC. is a state-registered investment adviser in FORT COLLINS, CO. The firm manages $72 million in assets, $71 million on a...
Overview
KYLE S. SCOTT FINANCIAL PLANNING, INC. is a state-registered investment adviser in FORT COLLINS, CO. The firm manages $72 million in assets, $71 million on a discretionary basis. It has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Principals
Kyle S. Scott
Founder and Financial Planner
Sector focus
Frequently asked questions
Is Kyle S. Scott Financial Planning a fiduciary?
As a registered investment advisor (RIA), Kyle S. Scott Financial Planning is held to a fiduciary standard under the Investment Advisers Act of 1940. This means the firm must act in clients' best interests when providing investment advice, which is a higher standard than the suitability standard applicable to brokers.
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