# Kyle S. Scott Financial Planning, Inc.

> Kyle S. Scott Financial Planning, Inc. is a state-registered investment advisory firm in Fort Collins, CO, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 286364
- Filed as: KYLE S. SCOTT FINANCIAL PLANNING, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Fort Collins, CO
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/286364
- AdvisorCensus page: https://advisorcensus.com/firm/kyle-s-scott-financial-planning-inc-fort-collins-co-286364

## Quick answers

**How is Kyle S. Scott Financial Planning, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Kyle S. Scott Financial Planning, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Kyle S. Scott Financial Planning, Inc. located?**
Kyle S. Scott Financial Planning, Inc.'s principal office is in Fort Collins, CO, according to its Form ADV.

**Is Kyle S. Scott Financial Planning, Inc. registered with the SEC or a state?**
Kyle S. Scott Financial Planning, Inc. is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 286364.

**How much does Kyle S. Scott Financial Planning, Inc. manage?**
Kyle S. Scott Financial Planning, Inc. reports $71,972,459 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (99% discretionary).

**What types of clients does Kyle S. Scott Financial Planning, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (180); high net worth individuals (40).

**Does Kyle S. Scott Financial Planning, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/286364

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $71,972,459
- Discretionary: $71,022,248
- Non-discretionary: $950,211

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 180 | $26,940,541 |
| High net worth individuals | 40 | $45,031,918 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2017 (9 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- kylescottplanning.com
- Facebook @kyle.scott.NA
- LinkedIn @erin-coatney

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kyle S. Scott Financial Planning, Inc. (CRD 286364): Form ADV filing data as of October 2026.