Neil Scott
American Family Legacy Group · Temple Terrace, Florida
Neil Scott is a fee-only financial advisor at American Family Legacy Group in Temple Terrace, Florida. Neil focuses on estate & legacy planning and retirement planning. American Family Legacy Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | American Family Legacy Group |
|---|---|
| Based in | Temple Terrace, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $44.7M across 153 accounts |
| SEC registration | Investment adviser representative in FL · CRD 7271559 |
| Exams passed | Series 65 (2020) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.americanflg.com |
| Profile |
How Neil's firm compares
- American Family Legacy Group's average account is about $292,000, from its Form ADV (assets managed divided by 153 accounts).
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Questions about Neil
Is Neil Scott a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Neil holds no broker registration, and American Family Legacy Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Neil charge for financial advice?
Neil's firm, American Family Legacy Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Neil Scott based?
Neil Scott is based in Temple Terrace, Florida.
What does Neil specialize in?
Neil's specialties include estate & legacy planning and retirement planning.
Is Neil Scott registered with the SEC?
Yes. Neil Scott is registered as an investment adviser representative in FL (CRD 7271559), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does American Family Legacy Group manage?
American Family Legacy Group reports $44.7M across 153 accounts in assets under management.
How do I contact Neil Scott?
Through Neil's website, www.americanflg.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- American Family Legacy Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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