Scott
Householder

Householder Group Estate & Retirement Specialists

CRD#1643023
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Scott Householder is a financial advisor based out of Scottsdale, Arizona with a total of 9 years of industry experience. Householder is an employee of Householder Group Estate & Retirement Specialists. Over the course of their career, they have held roles at Householder Group, Securities Service Network, Lpl Financial LLC and Householder Group Estate & Retirement Specialists. Householder maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Arizona and Texas. Householder Group Estate & Retirement Specialists is an advisory firm headquartered in Scottsdale, AZ. The firm has offices in 27 locations and a total of 96 financial advisors. It manages $1 billion in total assets between its 6,426 accounts, making it one of the larger firms in the country by assets under management. Of its 6,426 client accounts, 98% belong to high-net-worth clients who have more than $1 million in investable assets. Householder Group Estate & Retirement Specialists performs a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fee schedules typically are based on the financial services offered. However, fee types charged by Householder Group Estate & Retirement Specialists can include any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

8985 E. Bell Road
Scottsdale, AZ 85260

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Householder Group Estate & Retirement Specialists Brokerage Details

Total Assets Under Management

$1,081,197,518

AZ Average: $1,555,372,352
Total Number of Employees

96

AZ Average: 37
Total Number of Accounts

6,426

AZ Average: 1,370
Average Account Size

$168,254

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Scott Householder Work History

Scott has been registered as a financial advisor for 9 years.*

2013 - Present (11 years)

Lpl Financial LLC

2013 - Present (11 years)

Householder Group Estate & Retirement Specialists

1999 - Present (25 years)

Householder Group

2009 - 2013 (4 years)

Securities Service Network

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Scott Householder to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Householder Group Estate & Retirement Specialists

Bryan Wilczewski
Lancaster, CA
Tyler Finch
Edmond, OK
Lisa Kachel
Clackamas, OR
Douglas Parker
Houston, TX
Robert Valenzuela
Rancho Mirage, CA
Suzette Bates
Columbus, MS
Justin Nimock
Englewood, CO
David Romero
Scottsdale, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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