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Scott Michael Horn

TFO Family Office Partners

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About Scott Michael Horn

Scott Michael Horn is an Investment Advisor Representative with TFO Family Office Partners. Scott is registered to provide investment advisory services in Arizona and Texas. Scott has been in the financial services industry since 2003. Scott has a Series 63, 65, and 7 license. Scott is a member of the Board of Directors, Co-Chair of the Finance Committee and Treasurer of the Children’s Museum of Phoenix. Scott also serves on the Professional Advisory Board of the Arizona Community Foundation and is a TGEN Ambassador.

Firm Information

Scott Horn is currently registered with TFO Family Office Partners. TFO Family Office Partners is a Phoenix, AZ-based registered investment advisor with over $3.8 billion in regulatory assets under management. They provide a range of services to high-net-worth individuals, charitable organizations, and other clients, including financial planning, pension consulting, portfolio management, selection of other advisors, and educational seminars. They also offer family office services and financial consulting.
TFO Family Office Partners

5060 NORTH 40TH STREET

PHOENIX, AZ 85018

$3.82B

Assets Under Management

7

Total Clients

25

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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family office services & financial consulting services

Family office services & financial consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of net worth

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Scott Horn’s Registration & Firm History

AZ

12/02/2016 - Present

TFO Family Office Partners (PHOENIX AZ)

AZ

05/28/2003 - 12/03/2007

INLIGN FINANCIAL, LLC (PHOENIX AZ)

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Licenses & Designations

BC

Issued 03/10/2003

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/09/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/31/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Michael Horn.
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