Preston F. Sanders, ChFC provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 251–500 clients last fiscal year.
Preston F. Sanders, ChFC reports 410 clients. They include 362 individual clients, 30 high-net-worth individuals, and 8 corporations and other businesses. Of its assets, 100.0% ($149M across 699 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 88% | 53% |
| High-net-worth individuals | 7% | 45% |
| Pension and profit-sharing plans | 1% | <1% |
| Charitable organizations | 1% | <1% |
| Corporations and other businesses | 2% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 362 | $79.5M | 53.4% | $220K |
| High-net-worth individuals | 30 | $66.4M | 44.6% | $2.21M |
| Pension and profit-sharing plans | 5 | $16.8K | 0.0% | $3.37K |
| Charitable organizations | 5 | $1.11M | 0.7% | $221K |
| Corporations and other businesses | 8 | $1.78M | 1.2% | $223K |
| Total | 410 | $149M | 100% | $363K |
- Clients
- 362
- Regulatory AUM
- $79.5M
- AUM share
- 53.4%
- Avg. per client
- $220K
- Clients
- 30
- Regulatory AUM
- $66.4M
- AUM share
- 44.6%
- Avg. per client
- $2.21M
- Clients
- 5
- Regulatory AUM
- $16.8K
- AUM share
- 0.0%
- Avg. per client
- $3.37K
- Clients
- 5
- Regulatory AUM
- $1.11M
- AUM share
- 0.7%
- Avg. per client
- $221K
- Clients
- 8
- Regulatory AUM
- $1.78M
- AUM share
- 1.2%
- Avg. per client
- $223K
Total
- Clients
- 410
- Regulatory AUM
- $149M
- AUM share
- 100%
- Avg. per client
- $363K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Preston F. Sanders, ChFC charges 0.75%–1.50% a year for its Asset Management Services. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 1.50% |
| $500K–$1M | 1.00% |
| $1M and above | 0.75% |
Fee details and sources
Other fees
- Financial planning and consulting
- Financial planning and consulting fees are negotiable based on the scope of the engagement; they may be waived if the client engages the firm for asset management.
Robert Scott owns 75% or more of Preston F. Sanders, ChFC. It has 3 employees, 2 of them in advisory roles.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 insurance agent
- Owns 75% or more of Preston F. Sanders, CHFC, LLC
Robert Scott
Control person · since January 2026
Preston F. Sanders, ChFC’s regulatory assets grew from $119M (March 2024) to $149M (March 2026); clients fell from 490 to 410 and employees rose from 2 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $149M | 410 | 3 | 3 |
| Jun 2025June 2025 | $135M | 498 | 3 | 3 |
| Mar 2024March 2024 | $119M | 490 | 2 | 3 |
Besides its headquarters, Preston F. Sanders, ChFC has 2 offices, with 3 listed addresses in 1 state.
Georgia · 3 listed addresses
- 3651 Mars Hill RD, Suite 2800-B, WatkinsvilleHQ
- 931 Commercial Street Ne, Conyers
- 109 E. Court St., Washington
Other business names
Preston F. Sanders, ChFC has reported 1 other business name to the SEC.
- Sanders & Scott, CHFC
Contact and registration details
- Legal name
- Preston F. Sanders, CHFC, LLC
- Headquarters
- 3651 Mars Hill RD, Suite 2800-B, Watkinsville, GA 30677
- Website
- sandersandscott.com
- Phone
- 770-760-8933
- SEC file
- 801-129881
- Structure
- Georgia LLC
- Fiscal year end
- December
Preston F. Sanders, ChFC’s named custodian for separately managed accounts is Charles Schwab ($149M). Preston F. Sanders, ChFC has custody of $40.3M for 140 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $149M100%
At year end, Preston F. Sanders, ChFC’s separately managed accounts were mostly in stocks (67%) and cash (23%).
What the accounts hold
- Stocks67%
- Funds10%
- Cash23%
How many clients does Preston F. Sanders, ChFC have?
Preston F. Sanders, ChFC has 410 clients and manages $149 million for them, as of March 2026. They include 362 individual clients, 30 high-net-worth individuals, and 8 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026
What services does Preston F. Sanders, ChFC offer?
Preston F. Sanders, ChFC provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Preston F. Sanders, ChFC charge?
Preston F. Sanders, ChFC charges 0.75%–1.50% a year for its Asset Management Services. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
Source: ADV PART 2, filed 23 March 2026
Which custodians does Preston F. Sanders, ChFC use?
Preston F. Sanders, ChFC’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $149M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026
How many financial advisors does Preston F. Sanders, ChFC have?
Preston F. Sanders, ChFC has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Preston F. Sanders, ChFC invest in?
At the end of its last fiscal year, Preston F. Sanders, ChFC’s separately managed accounts held 67% exchange-traded equities, 23% cash and equivalents and 10% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Preston F. Sanders, ChFC?
Preston F. Sanders, ChFC’s direct owner is Robert Scott (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 23 March 2026
How does Preston F. Sanders, ChFC get paid?
Preston F. Sanders, ChFC is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Preston F. Sanders, ChFC?
Preston F. Sanders, ChFC’s main office is at 3651 Mars Hill RD, Suite 2800-B, Watkinsville, GA 30677. Its phone number is 770-760-8933. Its website is sandersandscott.com.