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Scott Cash Thompson, CFP®
Clipper Wealth Management, LLC

Tel: (210) 491-2319
16170 Jones Maltsberger Rd. #102
San Antonio, TX 78247
Clipper Wealth Management, LLC | Financial Advisor in San Antonio ,TX

About Clipper Wealth Management, LLC

Clipper Wealth Management, LLC is an independent financial management organization. Our specialty is to provide custom wealth management strategies that are objective to individuals, families and trusts . We help develop financial plans to take full advantage of all income, tax and growth opportunities that are consistent with a clients goals and risks. Each person and their circumstances are unique…so are their plans.


General Information

Firm Start Year:   2008
No.of Employees:   5-9
Name of Broker/Dealer:   LPL Financial
States Licensed in:   TX, FL, CO, CA
Number of Years with Current Firm:   10
Work Experience:   7 years with A.G. Edwards 10 years and currently self employed through LPL Financial as broker-dealer.
I work with the following types of clients:   Trust, Businesses, Individual Investors, Non-Profit Organizations


Services

Investment Types:   Bonds, Options & Futures, Alternative Investments, Commodities, Insurance, Annuities, Mutual Funds, Stocks, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At my office, At your home, At your office, Via phone, Via email


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Health, Life, Long Term Care, Variable Annuity, Variable Life, Disability
Financial Organization Memberships:   Financial Planning Association (FPA)


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based (Fee and Commissions)
Minimum Portfolio Size for New Managed Accounts:   250000
Compensation Methods:   Based on Assets, Flat Fee
Additional Details on Charges:   Fee Based compensation based upon assets.



Faqs

  • What are your qualifications? What is your education background? 18 years industry experience, 10 years of being self-employed. BBA in MGT from University of Texas/San Antonio. Certified Financial Planner.
  • What is your approach to financial planning? Ever customer is unique and so is their goals, thus, their portfolio should be unique and customized.
  • What services do you offer? Retirement and portfolio planning. Investment allocation. Estate planning (with an estate attorney).
  • Will you be the only person working with me? You will be directly working with me, but at times you may hear from one of my assistants.
  • How are you compensated? How will I pay for your services? Fee based.
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Scott Cash Thompson, CFP®

Scott Cash Thompson, CFP®

CERTIFIED FINANCIAL PLANNER™ Certificant

Scott Cash Thompson, CFP®, owner of Clipper Wealth Management, LLC is dedicated to providing comprehensive financial and estate planning services to our clients. We will not recommend any course of action or any type of financial product until we are fully aware of the clients goals and objectives and then only when we are convinced that the recommended action or product is suitable as a long-term strategy. Our investment philosophy is based on our belief that the most important investment decision an investor can make is not which investment to buy, but rather, how assets should be allocated based upon the investor's attitudes, objectives, circumstances and risk-taking capacity.

Communities Served

Adkins Boerne
Bulverde Canyon Lake
Cibolo Converse
Elmendorf Helotes
Kendalia La Vernia
Marion Mc Queeney
New Braunfels Saint Hedwig
San Antonio Schertz
Spring Branch Universal City

Awards & Recognitions

Angies List 2015 Super Service Award
(01/15/2016)

Awarded as one of the top financial advisors in Central TX by Angies List.

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