Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
8 advisors
Number of Clients
373 clients
Average Client Portfolio
$233K average
Assets Under Management
$87.0M

Fee Structure

This document does not contain any fee information. Please refer to the Eagle Financial Advisors, LLC brochure for fee details.

Areas of Practice
Financial Planning & CoachingInsurance Planning
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Advisor Information

Office location

9300 Wade Blvd., Suite 100, Frisco, TX, 75035

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Scott works as an insurance agent for CLA USA, Inc. and Eagle Financial Group since 2009. He dedicates full-time hours to CLA USA, Inc. and about a quarter of his time to Eagle Financial Group.

Employment History
Current Registrations
Eagle Financial Advisors, LLC
July 2015 - Present · 10 yrs 6 mos
State Registrations2 states
AZNM
Advisor
Exams
No exam information available for this advisor.
Scott Goodman - Financial Advisor | AdvisorDiscover