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Scott Stratton

Ehg Wealth Management
22 Years of Experience
San Francisco, CA
1 Disclosure
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Scott Stratton is a registered investment advisor at Ehg Wealth Management, based in San Francisco, CA, with 22 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, High Net Worth, Insurance Planning, and 3 more.

Ehg Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$50M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M2.50%
$3.0M - $10.0M2.00%
$10.0M - $100.0M1.80%
$100M+1.80%

Fees are negotiable at the sole discretion of the registered investment advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

San Francisco, CA

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
May 2017
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Ehg Wealth Management
August 2026 - Present · 2 mos
Previous Registrations
Parallel Advisors, LLC
November 2023 - June 2025 · 1 yr 7 mos
Camarda Wealth Advisory Group
February 2022 - May 2022 · 3 mos
Synergie Capital Management
October 2021 - December 2021 · 2 mos
Fisher Investments
May 2006 - March 2021 · 14 yrs 10 mos
Fisher Investments,inc.
July 1997 - March 2003 · 5 yrs 8 mos
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.
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