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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-29-2018
- Office Locations
- 1
Office Locations
About Thrifty Scotty Financial, LLC
Thrifty Scotty Financial, LLC is a fee-only, independent advisory firm led by CFP Scotty Wallace, providing financial planning and investment management with a retirement-planning focus. Serves clients in the Austin/Round Rock area and nationwide via technology-enabled engagement. Portfolios are primarily ETF-based, with allocations to cash and U.S. government/agency bonds; custody includes Charles Schwab.
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Owner & Executives
SCOTT WAYNE WALLACE
Certified Financial Planner, Chief Compliance Officer, Owner
- CRD
- #6389750
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $4,057,348 | -- |
| Total | $4,057,348 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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