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Advisor

Martin Scott

Lasting Wealth Principles · Freehold, New Jersey

Martin Scott is a fee-only financial advisor at Lasting Wealth Principles in Freehold, New Jersey, who holds the CFP and EA credentials. Lasting Wealth Principles reports charging a percentage of assets and fixed fees on its Form ADV.

Percentage of assetsFixed fees Fee-only CFPEA

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Facts

FirmLasting Wealth Principles
Based in Freehold, New Jersey
Fee model (firm's Form ADV)Percentage of assets · Fixed fees
CredentialsCFP · EA
Firm size1 employee

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Questions about Martin

Is Martin Scott a fee-only financial advisor?

Yes. Martin Scott is listed in the NAPFA directory (NAPFA admits only fee-only advisors).

How does Martin charge for financial advice?

Martin's firm, Lasting Wealth Principles, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

Where is Martin Scott based?

Martin Scott is based in Freehold, New Jersey.

What credentials does Martin Scott hold?

Martin Scott holds the CFP and EA credentials.

How do I contact Martin Scott?

Contact details aren't on file yet. Search for Lasting Wealth Principles.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

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