Scott Beers
Lottsa · Minneapolis, Minnesota
Scott Beers is a fee-only financial advisor at Lottsa in Minneapolis, Minnesota, who holds the CFP credential. Lottsa reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Lottsa |
|---|---|
| Based in | Minneapolis, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $95.2M across 519 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN, TX · CRD 4499344 |
| Exams passed | Series 66 (2000) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.lottsa.com |
| Profile |
How Scott's firm compares
- Lottsa's average account is about $183,000, from its Form ADV (assets managed divided by 519 accounts).
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Questions about Scott
Is Scott Beers a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Scott holds no broker registration, and Lottsa reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Scott charge for financial advice?
Scott's firm, Lottsa, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Scott Beers based?
Scott Beers is based in Minneapolis, Minnesota.
What credentials does Scott Beers hold?
Scott Beers holds the CFP credential.
Is Scott Beers registered with the SEC?
Yes. Scott Beers is registered as an investment adviser representative in MN and TX (CRD 4499344), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lottsa manage?
Lottsa reports $95.2M across 519 accounts in assets under management.
How do I contact Scott Beers?
Through Scott's website, www.lottsa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Minneapolis
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
- Lottsa 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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