No AUM Fees. No Commissions.
Our team is highly credentialed and experienced in advising on the complex finances of high income and high net worth individuals.
Your financial situation is complex and unique. We work closely together with you to create a tailored financial plan.
We believe in reducing conflicts of interest and providing financial advice for a flat fee. No commissions, no AUM fees.
Our team uses a variety of tools to collect and secure your data so that we can work with you wherever you are in the USA.
We treat every project with a unique approach and fresh thinking.
Clear, focused financial guidance when you need it, with transparent pricing and no commissions or sales tactics.
As high-net-worth specialists, we bring deep expertise to the complex financial lives of clients who require more than traditional advice.
Concierge-level service with a personal CFO experience through private family office-level expertise and monthly ongoing support.
The testimonials above were provided by current clients of Scholar Financial Advising, LLC and the endorsements above were provided by former clients of Scholar Financial Advising, LLC. No compensation was provided in connection with such testimonials or endorsements. Your experience may differ.
Let’s discuss how we can work together to plan for your future.