Scott M. Ela
AVANT FINANCIAL ADVISORS
AUSTIN, TX 78737
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CRD#: 6379699
Professional summary
Scott Matthew Ela, CFP® is a registered financial advisor currently at AVANT FINANCIAL ADVISORS located in Austin, Texas.
Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Scott has worked at 2 firms .
Question & Answer
What are your service offerings?
Education Planning
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Retirement Planning
Inheritance
Tax Planning
Insurance Planning
Investment Planning
Estate Planning
Do you have an area of expertise or specialization?
Charitable Giving
College/Education Planning
Corporate Executives
Estate & Generational Planning...
High Net Worth Client Needs
Tax Planning
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 Matthew Ela'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: 2014
Experience
Current
September 20, 2018 - Present
AVANT FINANCIAL ADVISORS
Office #1: 13341 W. Us Hwy 290 Building 2, Austin, TX 78737RIA
CRD#: 297894
AUSTIN, TX
Past
August 1, 2014 - June 5, 2018
AUSTIN ASSET
RIA
CRD#: 105441
AUSTIN, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AVANT FINANCIAL ADVISORS
AVANT FINANCIAL ADVISORS | AVANT FINANCIAL ADVISORS LLC
CRD#: 297894 / SEC#: 801-129589
RIA
Registered Investment Advisory firm - (2/28/2024 Approved)Texas
Registered Investment Advisory firm - (3/1/2024 Terminated)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
Texas(9/20/2018)
Exams
Current Firm
AVANT FINANCIAL ADVISORS
AVANT FINANCIAL ADVISORS | AVANT FINANCIAL ADVISORS LLC
CRD#: 297894 / SEC#: 801-129589
RIA
Registered Investment Advisory firm - (2/28/2024 Approved)Texas
Registered Investment Advisory firm - (3/1/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
13341 W. Us Hwy 290 Building 2, Austin, TX 78737
Mailing Address
Phone number
(512) 910-2467
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 507 |
| AUM (Assets Under Management) | $ 158,459,286 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/29/2024 | ||
| 01/04/2024 | ||
| 10/24/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
