Scott
Mounger
Redwood Private Wealth
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About this Advisor
Scott Mounger is a chartered financial consultant who works in Phoenix, Arizona with a total of 2 years of industry experience. Mounger is an advisor for Redwood Private Wealth. Mounger has gained experience at Ostb Wealth Strategies, First American National Investment Advisors, LLC, Gradient Advisors, LLC, Scott E. Mounger, LLC D/B/A Income Protection Strategies, Scott Mounger, Brokers International Financial Services, LLC, Belpointe Asset Management LLC, Redwood Private Wealth and Redwood Tax Specialists. Mounger maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Arizona. Redwood Private Wealth is a registered investment business based in Phoenix, AZ. The firm has offices in 12 locations and a total of 51 employees. It administers $204 million in total assets across its 1,788 client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 1,788 customer accounts, just 5% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The firm offers a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial management usually depend on which services the firm provides the client. Fees charged by Redwood Private Wealth can consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Redwood Private Wealth Brokerage Details
$204,343,703
51
1,788
$114,286
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Scott Mounger Work History
Scott has been registered as a financial advisor for 2 years.*
Redwood Private Wealth
Redwood Tax Specialists
Ostb Wealth Strategies
Belpointe Asset Management LLC
Brokers International Financial Services, LLC
Scott E. Mounger, LLC D/B/A Income Protection Strategies
Gradient Advisors, LLC
Scott Mounger
First American National Investment Advisors, LLC
Ostb Wealth Strategies
*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 Mounger 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 Redwood Private Wealth
Cherryville, NC
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Aiken, SC
Phoenix, AZ
Middletown, DE
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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