VETTED

Scott Obrien

CFP^®

Tel: 512-595-6554 6836 Bee Cave Rd Suite 210 Austin, TX 78746

About Scott Obrien

A CERTIFIED FINANCIAL PLANNER^™ professional with over 25 years of experience, Scott helps to coordinate his clients' financial lives and assist them in making smart decisions within the areas of investments, retirement planning, insurance strategies, tax minimization, and estate planning.

Scott's career in finance began in 1982 at an east coast-based brokerage firm. He has worked as a financial planner for a small boutique CPA firm and as a wealth manager for a large Registered Investment Advisory. He is the past Chairperson for the Texas Study Group of the National Association of Professional Financial Advisors. Working for WorthPointe aligned strongly with Scott's values, as he believes in putting the interests of his client first and customizing financial plans to each client.

About WorthPointe

Our intention is to provide our clients with diversified, cost-efficient and tax-aware investments. We are not paid to sell products that may not be the best fit for your investment plan. We believe the returns on your investments should be risk-assessed and evaluated based on your individual risk tolerance. At the end of the day, you should feel confident that your wealth is working for you.

See Disclosures

General Information

Firm Start Year:

1995

No. of Employees:

10-19 Employees

States Licensed in:

Communities served:

Nationwide

Number of Years with Current Firm:

Work with the following types of clients:

Individual Investors, Businesses

Advisory Services Provided:

Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Wealth Management

Services

Investment Types:

Commodities, Annuities, Stocks, Bonds, Options & Futures, Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments

I provide a free initial consultation:

Yes

Preferred meeting methods

Can meet clients in the following ways:

Our Offices, Your Home, Our Office, Phone, Email, Your Office, Video Conference

Compensation and Fees

Fee Structure:

Fee-Only

Minimum Portfolio Size for New Managed Accounts:

$250K+

Compensation Methods:

Based on Assets

Fee % Based on Assets:

100

Minimum Fee Charged for Managed Accounts:

$2500

Firm Information

Firm's Number of Clients:

1,457

Firm's Number of Planning Clients:

1,100+

Firm's Number of Managed Clients:

1,200+

Assets Managed by Firm:

$1B+

Advisor's Number of Clients:

Advisor's Number of Managed Clients:

Advisor's Number of Planning Clients:

Total Assets Under Management by Advisor:

$144,000,000

Disclosures

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

View Form ADV Part 2A

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1891696/wiseradvisor-worthpointe-detailed-disclosure.html

26 Years of Experience

CRD# 1236835 Firm CRD# 143996Series: 66

Compliance

Registered Investment AdvisorYes

Investment Advisor RepresentativeYes

Acknowledged fiduciaryYes

Compliance Disclosures in Last 5 yearsI have a clean record

Criminal Disclosures in Last 5 yearsI have a clean record

Office Hours

Monday9:00 AM - 6:00 PM