cdafinancialgroup.com

Scott Pimentel and CDA Financial Group provide personalized financial planning and investment management for people seeking greater confidence about their financial future. Based in Nashville, the practice emphasizes attentive, ongoing relationships, with a goal of keeping its client household-to-advisor ratio below 100:1. Its guidance is tailored to each client’s goals, values, and circumstances, addressing retirement readiness, long-term investing, legacy planning, charitable giving, and major life transitions.

The process begins with a conversation to assess needs and fit. For clients who proceed, the team gathers financial information, clarifies priorities, develops and presents a customized plan, and helps put it into action. Financial planning is billed at an hourly rate of $400, with an estimate provided in advance. When appropriate, investment management is offered through advisory accounts with fees based on assets managed. Clients typically meet with the team two to three times a year, depending on their needs. Meetings and most paperwork are handled remotely through phone or video calls, email, and electronic signatures.