Scott Alan Thompson
Investment adviser representative at Allium Financial Advisors, LLC
10 yearsExperience
2 statesRegistered in
$733.5MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Allium Financial Advisors, LLCApr 2022 to now
- Benchmarkplus ManagementJan 2018 to Mar 2022
- Concentric Wealth AdvisorsJul 2016 to Dec 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (OR, WA).
Allium Financial Advisors, LLC
$733.5MAssets managed
243Clients
7Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2821414
- Firm CRD
- 288462