Scott M. Frey
PLANFUL FINANCE LLC
Lake Oswego, OR 97034
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CRD#: 6019842
Professional summary
Scott Mitchell Frey, CFP® is a registered financial advisor currently at PLANFUL FINANCE LLC located in Lake Oswego, Oregon.
Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Scott has worked at 2 firms and has passed the Series 65 exam.
Biography
In somewhat atypical fashion, I came to financial planning via philosophy. During my years at New York University my focus was in metaphysics. However, it is precisely this love for engaging in life’s deeper questions that drives me to be a financial planner. My personal belief has always been that money is never the goal. Money is only a means by which we can do whatever it is we really want to do. And when you think of money as a partner in the pursuit of life’s purposes, its role becomes much more than numbers on page.
My passion is for empowering people to accomplish their goals. Whether it is saving for retirement, funding a child’s education, financing a new home or growing your business, these are critical opportunities for dollars to be maximized.
Let’s create wealth solutions so that finance concerns can move to the periphery and you can focus on what you love most.
Question & Answer
What are your service offerings?
Education Planning
Investment Planning
Comprehensive Financial Planni...
Retirement Planning
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Scott Mitchell Frey's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2016
Experience
Current
September 22, 2022 - Present
PLANFUL FINANCE LLC
Office #1: 525 3rd Street Suite 200, Lake Oswego, OR 97034RIA
CRD#: 322439
Lake Oswego, OR
Past
August 29, 2012 - January 3, 2023
SKYLINE FINANCIAL NORTHWEST
RIA
CRD#: 146844
PORTLAND, OR
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(1/3/2024)
IAR
New York(6/24/2024)
IAR
Oregon(10/19/2022)
IAR
Texas(9/22/2022)
IAR
Washington(7/12/2023)
Current Firm
PF
PLANFUL FINANCE LLC
PLANFUL FINANCE LLC
CRD#: 322439 / SEC#:
California
Registered Investment Advisory firm - (1/1/2024 Approved)New York
Registered Investment Advisory firm - (6/24/2024 Approved)Oregon
Registered Investment Advisory firm - (10/19/2022 Approved)Texas
Registered Investment Advisory firm - (9/15/2022 Conditional Restricted)Washington
Registered Investment Advisory firm - (7/12/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
525 3rd Street Suite 200, Lake Oswego, OR 97034
Mailing Address
Phone number
(503) 395-5005
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 334 |
| AUM (Assets Under Management) | $ 42,361,432 |
Red Flags
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