KYLE S. SCOTT FINANCIAL PLANNING, INC.

KYLE S. SCOTT FINANCIAL PLANNING, INC. of FORT COLLINS, CO is an SEC-registered investment adviser (CRD 286364). Regulatory assets under management: $72.0M.

Registration

• CRD: 286364
• Type: Registered investment adviser
• Location: 2000 S. COLLEGE AVE, FORT COLLINS, CO, 80525
• Phone: 970-893-4968
• Latest filing: 2026-03-27
• Regulatory AUM: $72.0M
• Discretionary AUM: $71.0M
• Non-discretionary AUM: $950K
• Clients: 2
• Accounts: 523

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 286364 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search