UBS Financial Services
47yrs
Top advisor by experience in Plano
11yrs
Based in Plano, Texas, Scott Holcom is a fiduciary financial advisor with 11 years of industry experience. Scott joined Fisher Investments in 2018, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets and performance-based fees.
One of 3409 advisors with offices in Plano, and one of 3276 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?More experience than 72% of advisors at Fisher Investments
Office6500 International Parkway Suite 2050, Plano, TX 75093
How the firm is paid ?Percent of assets, Performance fee
Typical client at the firm ?$1.66 million
Advisors at the firm2,988
States licensed ?2 states
Services through Fisher Investments
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2018 – nowFisher InvestmentsCurrent firm
Questions to ask Scott
Tailored to Scott’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Scott
How do I contact Scott?
Call Fisher Investments at 800-851-8845 and ask for Scott Holcom. Scott works from the Plano, TX office.
How long has Scott been a financial advisor?
Scott has been in the industry since 2015, about 11 years. More experience than 72% of advisors at Fisher Investments.
What licenses does Scott hold?
Series 65. Tap any license on this page to see what it allows.
Is Scott a fiduciary?
Scott is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Scott paid?
Fisher Investments reports being paid by a percentage of the assets they manage, a share of investment gains. Ask Scott for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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