SN
CFP

Scott Owen Nazarenus

30 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
9176 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Plan Fee:Up to $25,000
Hourly Rate:$50 - $750/hr

Osaic Wealth, Inc. offers financial planning and consulting services charged on an hourly fee (ranging from $50 to $750 per hour) or fixed fee (up to $25,000), depending on the complexity of the situation. These fees are negotiable. Each Advisory Representative negotiates their own account fee schedule. Mutual funds and ETFs invested in the account have their own internal fees which are separate and distinct from the program account fees.

Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment ManagementFinancial Planning & Coaching
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Advisor Information

Office location

10415 Morado Circle, The Avallon-Building I, Suite 150, Austin, TX, 78759

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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 is a full-time employee and independent investment advisory representative of Resource Consulting Group Inc. He is also the Chief Investment Officer of RCG Finish Well, LLC, a wealth management firm, dedicating full-time hours to this role.

Employment History
Current Registrations
Osaic Wealth, INC.
January 2025 - Present · 1 yr
Osaic Wealth, INC. Broker
November 2023 - Present · 2 yrs 2 mos
Resource Consulting Group, INC.
January 2007 - Present · 19 yrs
Previous Registrations
Fsc Securities CorporationBroker
January 1995 - November 2023 · 28 yrs 10 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Scott Owen Nazarenus - Financial Advisor | AdvisorDiscover