# Kyle S. Scott Financial Planning

Kyle S. Scott Financial Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/erin-coatney

## Regulatory record

- **CRD number:** 286364
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/286364

## About

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.

## Sectors

- Wealth Management
- Financial Planning

## People

- Kyle S. Scott — Founder and Financial Planner

## 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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Last updated: 2026-06-03T20:00:00.000Z

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