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KYLE S. SCOTT FINANCIAL PLANNING, INC.
CRD 286364
2000 S. COLLEGE AVE, SUITE 310, FORT COLLINS, CO, 80525, United States
Phone
970-893-4968
Fax
970-893-4971
Registration
— (—)
Source
State registered
Total AUM
$72.0M
Discretionary AUM
$71.0M
Team
2 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)ADVISORY CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 180 | $26.9M |
| High net worth individuals | 40 | $45.0M |
All web addresses on file
Official SEC filing: View on IAPD