Scott Whytock is a CFP-designated registered investment advisor at August Wealth Management, based in Portland, ME, with 19 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 85 clients with $30M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees may be negotiated.
Fee Estimator
Location
66 Pearl Street, Suite 310, Portland, ME, 04101
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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 Activities
Scott is a managing member of Blended Properties, LLC, a real estate development company, dedicating minimal time. He is also an Investment Advisor Representative for J. Murphy Asset and Tax Management, spending about a quarter of his time in this role.
Employment History
Current Registrations
August Wealth Management
Previous Registrations
J. Murphy Asset and Tax Management
Aurora Financial Group, LLC
Aurora Financial Group, LLC
State Registrations2 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.