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Kyle S. Scott Financial Planning
KYLE S. SCOTT FINANCIAL PLANNING, INC. is an SEC-registered investment adviser in FORT COLLINS, CO. The firm manages $72 million in assets, $71 million on a...
Kyle S. Scott Financial Planning
KYLE S. SCOTT FINANCIAL PLANNING, INC. is an SEC-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
Who runs investment decisions at Kyle S. Scott Financial Planning?
Kyle S. Scott serves as the founder and primary financial planner, making investment recommendations for clients. The firm operates as a small independent practice, so Scott likely handles all client-facing financial planning and portfolio management decisions.
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.
What types of clients does the firm serve?
The firm serves individual clients and families, likely focusing on high-net-worth individuals seeking comprehensive financial planning. The exact client threshold and minimum account size are not publicly disclosed.
What services does the firm offer beyond investment management?
Based on the firm's name and typical RIA service offerings, Kyle S. Scott Financial Planning likely provides retirement planning, estate planning, tax strategy, and insurance needs analysis in addition to investment management. The exact service menu is not publicly itemized.
How is the firm compensated?
Like most RIAs, the firm likely charges a percentage of assets under management (AUM), though fee schedules are not publicly disclosed. Some advisors also charge flat fees or hourly rates for financial planning services. The specific fee structure is not available in public records.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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