RIA Intel›Advisers›Colorado›KYLE S. SCOTT FINANCIAL PLANNING, INC.

KYLE S. SCOTT FINANCIAL PLANNING, INC.

Advisory

FORT COLLINS, CO

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in CO
#601
of 720 advisers by AUM
Average account
$138K
across 523 accounts
AUM per adviser
$36M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM
$72M
Discretionary %
98.7%
Clients
220
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$72M
Discretionary AUM$71M
Non-Discretionary AUM$950K
Discretionary %98.7%
Total Clients220
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCO, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

WORLD CAPITAL ADVISORS, LLC
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IRVING PLANNING & INVESTMENTS, LTD.
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TARGETED WEALTH SOLUTIONS LLC
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$72M
HEBERT ADVISORY SERVICES INC
LITTLETON, CO
$72M
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ATLAS LIFESTYLE PLANNING GROUP LLC
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$73M
FWD INVESTMENTS INC.
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$71M
+14.5% 1Y

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