Shaun Scott
Shaun Scott is a registered investment advisor at Old Forge Wealth Management, LLC, based in Warwick, RI, with 37 years of industry experience. Shaun operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 215 clients with $71M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.90% |
Fees may be negotiable.
Fee Estimator
Location
3351 Post Road, First Floor, Warwick, RI, 02886
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Shaun is involved in several insurance-related activities, including non-variable insurance sales and working as an insurance agent for multiple companies. He also owns and manages several real estate rental properties, dedicating minimal time to each.
Employment History
Current Registrations
Old Forge Wealth Management, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
First Investors CorporationBroker
State Registrations5 states
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.