Scott Schatzle
Mutual Trust Advisory Group · Estero, Florida
Scott Schatzle is a fee-only financial advisor at Mutual Trust Advisory Group in Estero, Florida, who holds the CFP credential. Scott charges a percentage of assets and a flat fee or retainer (0.95% a year on the first tier of assets managed) and focuses on estate & legacy planning, tax planning and retirement planning.
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Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | Mutual Trust Advisory Group |
|---|---|
| Based in | Estero, Florida |
| Fee model | Percentage of assets · Flat fee or retainer |
| Fees (firm's website) | 0.95% a year on the first tier of assets managed |
| Assets under management | $165.8M across 491 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, TX · CRD 4773107 |
| Exams passed | Series 63 (2009) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | mutualtrustadvisorygroup.com |
| Profile |
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Questions about Scott
Is Scott Schatzle a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Scott holds no broker registration, and Mutual Trust Advisory Group 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 charges a percentage of assets and a flat fee or retainer.
How much does Scott charge?
According to Mutual Trust Advisory Group's website, checked October 30, 2026: 0.95% a year on the first tier of assets managed.
Where is Scott Schatzle based?
Scott Schatzle is based in Estero, Florida.
What does Scott specialize in?
Scott's specialties include estate & legacy planning, tax planning, retirement planning and divorce financial planning. Scott works with ultra high net worth.
What credentials does Scott Schatzle hold?
Scott Schatzle holds the CFP credential.
Is Scott Schatzle registered with the SEC?
Yes. Scott Schatzle is registered as an investment adviser representative in FL and TX (CRD 4773107), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mutual Trust Advisory Group manage?
Mutual Trust Advisory Group reports $165.8M across 491 accounts in assets under management.
How do I contact Scott Schatzle?
Through Scott's website, mutualtrustadvisorygroup.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
- Mutual Trust Advisory 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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