Scott Andrew Schuster
Investment adviser representative at Creative Planning
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$295.6BFirm 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 fee
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
13 years in the industry.
- Creative Planning, LLCOct 2021 to now
- The Orchard GroupMar 2017 to Sep 2021
- Dashboard Wealth AdvisorsMay 2013 to Sep 2021
- Raymond James Financial Services Advisors Inc.May 2013 to Sep 2021
- Raymond James Financial Services, Inc.May 2013 to Sep 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Creative Planning
Legal name: Creative Planning, LLC
$295.6BAssets managed
100,298Clients
1,151Advisers
43 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
- 4476727
- Firm CRD
- 105348