Scott
Wolters

Sagepoint Financial, Inc

CRD#847713
Investment Advisor
in San Diego, CA

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About this Advisor

Scott Wolters is a certified financial planner working in San Diego, California who has 18 years of industry experience. Wolters is an employee of Sagepoint Financial, Inc. During their career, the advisor has held roles at Wolters, Hagar & Pratt Financial Planning, Inc, Sagepoint Financial, Inc, San Diego Wealth Management, LLC and S&C Financial Inc. Wolters maintains Series 63 and Series 66 licenses, designating them as a securities representative, and can operate in California, Nevada, New Hampshire and Texas. Sagepoint Financial, Inc is a firm that has its headquarters in Phoenix, AZ. The investment advisory business has offices in 770 locations and a total of 3,563 employees. It has $17 billion in assets between its 86,848 client accounts, making it one of the largest firms in the country by assets under management. The firm provides services to 113 charitable organizations. Of its 86,848 customer accounts, just 10% are associated with high-net-worth investors who have more than $1 million in investable assets. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services usually vary depending on which services the firm provides the client. Fees billed by Sagepoint Financial, Inc can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

18 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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6390 Greenwich Drive Suite 230
San Diego, CA 92122

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Sagepoint Financial, Inc Brokerage Details

Total Assets Under Management

$16,478,907,740

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

3,563

CA Average: 37
Total Number of Accounts

86,848

CA Average: 1,370
Average Account Size

$189,744

CA 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
  • Educational seminars/workshops

Scott Wolters Work History

Scott has been registered as a financial advisor for 18 years.*

2020 - Present (4 years)

S&C Financial Inc

2002 - Present (22 years)

Wolters, Hagar & Pratt Financial Planning, Inc

2020 - 2020 (< 1 year)

San Diego Wealth Management, LLC

2009 - 2020 (11 years)

Sagepoint Financial, Inc

*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 Wolters 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 Sagepoint Financial, Inc

Leo Choquette
Braintree, MA
Courtney Carr
De Pere, WI
Jeffrey Dzwonkowski
Syracuse, NY
David Walkup
Spring, TX
Kelcie Schiraldi
Youngstown, OH
Timothy Sepsi
Lemont Furnace, PA
Alan Pederson
Phoenix, AZ
Sean Mannello
Phoenix, 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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