Scott BishopCRD Number: 2687188
Current Firm: Hightower Advisors, LLC
Compensation Model: Both
Click to edit summaryScott Bishop is the Director of Financial Planning at STA Wealth, a Houston based RIA Firm. In this role, Scott guides clients through the process of identifying and realizing their personal financial planning goals while working with them to help develop, implement and monitor strategies to help assure the long-term coordination of their overall financial, retirement, business planning.
At STA Wealth Management, you will find a firm whose financial planning process is truly different from other financial companies. We firmly believe that superior financial planning involves much more than just retirement projections, portfolio allocation, or insurance solutions.
From our viewpoint, financial planning should be customized to fully realize your unique goals and vision. We take a thorough and in-depth approach to understand your situation and objectives, analyze multiple and often complex options to identify and implement appropriate solutions. Our goal is to deliver a tailored wealth management plan that is focused on supporting and protecting your financial future.
The Goff Financial Group
Nxt:gen Financial Planning
Worthwise Financial Partners
|Hightower Advisors||Chicago, IL||Jun 2023 - Current||< 1|
|Sta Wealth Management, LLC||Houston, TX||Apr 2014 - Jun 2023||9|
|Reutemann Financial Solutions, Inc.||Rockville, MD||Jan 2013 - Apr 2014||1|
|Research Financial Strategies||Houston, TX||Jan 2013 - Apr 2014||1|
|Sfs Advisors, LLC||Cypress, TX||Oct 2012 - Apr 2014||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1996|
Total Assets Under Management105,230MILLIONS
Total Number of Accounts144,757ACCOUNTS
Average Account Value$726,944
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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Please remember to contact STA Wealth Management, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you want to impose, add, to modify any reasonable restrictions to our investment advisory services, or if you wish to direct that STA Wealth Management effect any specific transactions for your account. Please be advised that there can be no assurance that any email request will be reviewed and/or acted upon on the day it is received-please be guided accordingly. A copy of our current written disclosure statement discussing our advisory services and fees continues to remain available for your review upon request.
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