Scott Cadieux
Scott Cadieux is a CFP-designated registered investment advisor at Echelon Private Wealth LLC, based in Scottsdale, AZ, with 27 years of industry experience. Scott 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 32 clients with $19M 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 | Included |
Fee Estimator
Location
9375 E Shea Boulevard, Suite 100, Scottsdale, AZ, 85260-6986
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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 →Other Business ActivitiesSells Insurance
Scott owns Catamount Enterprises, LLC, a vending machine business, dedicating about 10-20% of his time. He is also an independent insurance agent, spending minimal time on this activity.
Employment History
Current Registrations
Echelon Private Wealth LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
State Registrations3 states
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