AdvizorPro

Kyle S. Scott Financial Planning, Inc.

Kyle S. Scott Financial Planning, Inc.. CRD 286364

Kyle S. Scott Financial Planning, Inc. logo

CRD: 286364

Kyle S. Scott Financial Planning, Inc.

Fort Collins, CO, 80525
9708934968
www.kylescottplanning.com
$72.0M Total AUM
$71.0M Disc. AUM
-- 3Y CAGR
2 Employees
220 ADV. Clients
9 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Charles Schwab & Company ยท TD Ameritrade
Clients
Retail
Platforms
Matrix oak
Established Date
01-06-2017
Office Locations
1

Office Locations

2000 S. College AVE Suite 310 Fort Collins CO

About Kyle S. Scott Financial Planning, Inc.

Kyle S. Scott Financial Planning, Inc. is a Fort Collins, CO RIA led by CFP practitioner Kyle Scott. The firm provides comprehensive financial planning with portfolio construction, retirement and tax planning, estate and insurance planning, and 529/business-succession support for retail clients including entrepreneurs. Investment implementation emphasizes cost control, with portfolios primarily using ETFs and custodied at Schwab (also TD Ameritrade).

Team overview

27 AVG AGE
$36.0M AVG AUM / ADVISOR
$327.1K AVG AUM / CLIENT
8.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age

Insights

Request access to benchmark trends tied to pathway oak.
Open the full profile to inspect shifts in signal oak.
Unlock to compare peer behavior around prime insight.
Upgrade to reveal position-level detail across radial signal.
Upgrade to reveal position-level detail across glacier vector.
See the complete signal summary connected to ember delta.
See the complete signal summary connected to element momentum.
Open the full profile to inspect shifts in alpha matrix.

Asset Classes

Quantum frontier Peak harbor

Client Personas

Quantum

Custodian

Vector fusion

Investment Vehicles

Bridge Radial meridian

Services

Matrix insight Pathway Signal Atlas harbor Summit beacon Element atlas Zenith Prime Meridian

Technology

Bridge vertex

Owner & Executives

K

KYLE SEAN SCOTT

Investment Advisor, President

CRD
#5023092
Ownership
75% or more
(402) 579-1515
vertex.alpha@beaconcapital.com
in linkedin.com/in/crest-eagle
E

ERIN NICOLE COATNEY

Chief Compliance Officer, Investment Advisor Representative

CRD
#7014376
Ownership
Less than 5%
(678) 534-2143
north.peak@northcapital.com
in linkedin.com/in/pathway-timber

Showing 2 of 2 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 2 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $71,022,248 --
Non-Discretionary $950,211 --
Total $71,972,459 --

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $71,972,459

$72.0M Total SMA
Public Funds:
23.7%
Private Funds:
36.6%
Equity - Exchange:
8.8%
U.S. Government/Agency:
30.9%
Asset class Assets Assets %
Public Funds $1,898,152,817 23.7%
Private Funds $2,931,324,604 36.6%
Equity - Exchange $704,799,358 8.8%
U.S. Government/Agency $2,474,806,838 30.9%
Total $8,009,083,617 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform