Scott Colton is a CFP-designated registered investment advisor at Colton Wealth Management, based in Arcadia, CA, with 24 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 109 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. Family and friends may pay different rates. CWM may choose to waive the fee on cash positions depending on each client’s individual situation.
Fee Estimator
Contact
Scott Colton
Location
148 E. Foothill Blvd, Suite 201, Arcadia, CA, 91006
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Colton Wealth Management
Previous Registrations
Lhmp Financial & Insurance Services
National Planning Corporation ("npc of America" in Fl & Ny)
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Colton Wealth Management is an independent, fee-only, Registered Investment Advisor that serves clients with afiduciary standard of care. For more than two decades CWM President Scott Colton’s passion has been to help his clients implement strategies to help them realize their financial goals.