Scott RhodesCRD Number: 1389335
Current Firm: Northwest Capital Management Inc.
Compensation Model: Fee Only
Scott Rhodes (CRD# 1389335) is a CFA® charterholder and a principal at Northwest Capital Management Inc. in Seattle. Scott has over 30 years of experience in the finance industry. This includes almost 20 years as a wealth manager and 10 years as a securities regulator with FINRA. Scott works with a team of principals at his wealth management firm that combine expertise in:
- Asset management
- Tax planning
- Estate, gifting and legacy succession planning
- Retirement planning
Scott's firm uses an integrated approach to financial management that focuses on the client's goals and objectives. As a fee-only investment adviser, he works in an environment free of commissions and conflicts arising from in-house investment products.
Brighton Jones LLC
|Kutscher Rhodes & Benner, Inc. (Wealth Management)||Seattle, WA||Apr 1999 - Apr 2017||18|
|Financial Industry Regulation Authority (Securities Regulator)||Seattle, WA||Apr 1989 - Apr 1999||10|
|NKV Corporation (Securities Fraud Expert Witness Services)||Redmond, WA||Apr 1986 - Apr 1989||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 1999|
Total Assets Under Management3,357MILLIONS
Total Number of Accounts1,033ACCOUNTS
Average Account Value$3,249,901
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, OR, WA
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