Scott Matthew Sollars
Investment adviser representative at Benefit Financial Services Group
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.5BFirm assets
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Benefit Financial Services GroupJan 2024 to now
- UnemployedOct 2023 to Dec 2023
- Schwab Wealth Advisory, IncFeb 2021 to Sep 2023
- Scwhab Wealth Advisory, IncJul 2019 to Feb 2021
- Schwab Wealth Advisory, IncAug 2016 to Jul 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Benefit Financial Services Group
Legal name: Bfsg, LLC
$1.5BAssets managed
887Clients
25Advisers
19 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
- 4176803
- Firm CRD
- 143617