Scott “Scotty” Wallace, CFP® Thrifty Scotty Financial, LLC

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About Scott “Scotty” Wallace, CFP®

Hi, I am Scott “Scotty” Wallace, CFP®. I’m an Independent, Fee-Only Certified Financial Planner™ Professional and Owner of Thrifty Scotty Financial, LLC. Retirement is the biggest financial decision you will make in your life. Many of the decisions that go with it cannot be undone…So, you better get it right! That’s what we do. We help folks like you make those critical decisions so that you can “Retire in the Proper Attire.”
I use my experience as a financial planner, TV news reporter, professional pilot, and Celtic musician to help make your Financial Dreams come true!
We help you through Fee-Only Financial Planning and Investment Management…Sprinkled with a wee bit of Scottish Common Sense.
We work with people in Austin, Texas and across the country using the latest technology tools.

You don’t have to be rich to work with Thrifty Scotty…You just have to be willing to:

“Trust Your Wealth to a Thrifty Scot!”

I have spent my life helping people. As a TV News Reporter, I helped folks understand important issues in their community. As an Emergency Medical Services Pilot I gave sick or injured patients a ride to the hospital when they really needed it. As a Flight Instructor, I taught students to think and act like pilots. As a Musician, I taught listeners about my Celtic Culture. As a Therapeutic Foster Parent, I taught my kids the meaning of family.
Then I broke my neck, back, pelvis, leg, and spinal cord. It was time for the teacher to learn a lesson…
What I Learned…I learned empathy from sitting in a wheelchair. I learned gratitude from surviving a near death experience. I learned hope from getting a Second chance at life. I learned the true value of good Financial Planning.

Why I Became a Certified Financial Planner™
During my lengthy rehabilitation I took an aptitude test. What did it show? It showed I should become a Certified Financial Planner™ Professional. It showed I could still help people… just in a different way. I became a CFP® Pro so I could help people like you. So I could help real people find real answers to their real problems. As a Certified Financial Planner™ I teach you how to save your money. How to protect your loved ones. How to invest wisely so that you can reach your life goals.
My Scottish stories might make you laugh… some might make you cry… most will make you think…and I hope a few will help you decide to take action…to get your financial house in order.
I’ll be here to help tidy it up. Let’s get started and together, “Let’s Make a Plan!”

 

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Ideal Clients

  • Baby Boomers
  • Early Retirement Enthusiasts
  • Retirement Income Planning
  • Retirement Planning

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $150 +
  • Hourly Fee: $150 +
  • Flat Fee: $499 +
  • AUM: 1.00%

 

SEC Records

States Registered

  • Texas

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