Fee-only adviser · Jackson, WY
Scott Investment Advisors, L.P.
Scott Investment Advisors, L.P. is a fee-only investment adviser registered with the securities regulator of Wyoming, with its main office in Jackson, Wyoming. On its latest Form ADV, filed November 26, 2024, it reports $5.0M in regulatory assets under management, 15 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Wyoming |
|---|---|
| Firm CRD number | 110466 · SEC file 801-57677 |
| Office | 349 East Kelly Avenue Jackson, WY 83001 |
| Phone | (562) 900-7261 |
| Website | scottadvisors.com |
| Regulatory assets under management | $5.0M |
| Individual clients | 11 non-high-net-worth, 4 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets, Fixed fee |
| Services | Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | November 26, 2024 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Jackson
- Elevated Asset Management LLC $39M
- Bootpack Wealth Management $122M
- Loomis Capital Management $842M
- Grupp Financial LLC $100M
- Green Tuatara Asset Management, LLC $41M
- Teton Wealth Management, Inc. $7.2M
See all 11 fee-only advisers in Jackson →
Nearby
- Wilson 2 firms
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