Mutual Trust Advisory Group, Inc. is an independent, fee-only SEC-registered fiduciary financial planning and investment management firm located at Coconut Point in Estero, Florida. Founded and led by Certified Financial Planner professional Scott Randal Schatzle, CFP®, alongside Associate Advisor Ryan Rocuant, the practice serves retirees, seasonal residents, and families across Estero, Bonita Springs, South Fort Myers, and Lee County with conflict-free retirement income planning, tax-efficient distribution modeling, and customized portfolio management.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IAPD); SEC IAPD Individual Profile (Scott Randal Schatzle, CFP®); Mutual Trust Advisory Group Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-121401; independent fee-only fiduciary Registered Investment Adviser located in Estero, FL.
Issuer: Certified Financial Planner Board of Standards / SEC
Notes: Founded and led by Principal Financial Planner Scott Randal Schatzle, CFP® (CRD #4773107), practicing alongside Associate Advisor Ryan Rocuant (CRD #7358915).
Factual details and direct answers about Mutual Trust Advisory Group, Inc.'s services, licensing, and credentials.
What is the SEC registration of Mutual Trust Advisory Group, Inc. in Estero?
Mutual Trust Advisory Group, Inc. is an active, fee-only SEC-registered Investment Adviser operating under CRD #277060 and SEC File #801-121401.
Who is the Certified Financial Planner principal at Mutual Trust Advisory Group?
The firm was founded by Scott Randal Schatzle, CFP® (CRD #4773107), a Certified Financial Planner™ professional who serves Estero and Lee County retirees alongside Associate Advisor Ryan Rocuant (CRD #7358915).
Where is Mutual Trust Advisory Group located in Estero?
The firm's office is located in the Coconut Point Town Center in southern Lee County at 23190 Fashion Drive, Suite P203, Estero, Florida 33928.
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