SF
CFA
SF
CFA

Scott Thomas Fisher

36 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
172 advisors
Number of Clients
10,085 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$16.1B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$5,000
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Location

450 Alaskan Way S, Suite 500, Seattle, WA, 98104

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Since 2022, Scott has been a partner in SEEK, a partnership that owns and manages a property. He spends a few hours per week on this non-investment-related business.

Employment History
Current Registrations
Waverly Advisors, LLC
October 2025 - Present · 4 mos
Pacific Portfolio Consulting, LLC
March 2024 - Present · 1 yr 11 mos
Previous Registrations
Northwest Capital Management INC.
February 2020 - May 2023 · 3 yrs 3 mos
Aon Investment Consulting INC.
January 2001 - April 2011 · 10 yrs 3 mos
Aon Securities INC.Broker
March 1996 - October 2017 · 21 yrs 7 mos
Forth Financial Securities, CorporationBroker
October 1994 - March 1996 · 1 yr 5 mos
Godwins Securities, INC.Broker
December 1992 - December 1998 · 6 yrs
Godwins Securities, INC.Broker
April 1988 - December 1992 · 4 yrs 8 mos
Piper, Jaffray & Hopwood IncorporatedBroker
February 1986 - March 1988 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1985 - December 1985 · 1 mo
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.
Scott Thomas Fisher - Financial Advisor | TrueAdvisor