Scott Muss
Advisor at PCG Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at PCG Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Louisville, KY 40220
Credentials
Series 63, Series 65
Industry experience
30 years
Scott Muss is a financial advisor with PCG Wealth Management in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Waddell & Reed, Inc. for 22 years and LPL Financial for eight years. He provides investment advisory services through PCG Wealth Advisors, LLC, operating under the Limestone Wealth Management name. PCG Wealth Management serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs a long-term, customized investment approach using low-cost, diversified mutual funds and ETFs, with flexibility to include other securities, and has a notable focus on retirement-plan fiduciary services.
Based on PCG Wealth Management
Based on PCG Wealth Management
Financial planning fixed fees up to $10,000; retirement plan consulting flat fees as negotiated
up to 1.60% annually
Certain advisory representatives earn commissions from securities transactions and insurance product sales separately from advisory fees
Financial planning services up to $500 per hour; retirement plan consulting services up to $400 per hour
Fee-only: Investment advisory fees up to 1.60% annually, negotiable; financial planning fees up to $500 per hour or fixed fees up to $10,000; retirement plan consulting fees up to 1.6% annually, hourly up to $400, or flat fee, negotiable
3832 Taylorsville Road Suite 1
Louisville, KY 40220
Kentucky · Texas
PCG Wealth Advisors, LLC (DBA Limestone Wealth Management)
2021 - Present (5 years)
LPL Financial
2018 - Present (8 years)
Various Insurance Carriers
1996 - Present (30 years)
Waddell & Reed, Inc.
1996 - 2018 (22 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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