Scott Mccartney is a CFA-designated registered investment advisor at Ascent Wealth Partners, LLC, based in New Hartford, NY, with 9 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 2 more. Their firm serves 1,024 clients with $1.3B 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 | 1.15% |
| $1.0M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Location
89 Genesee Street, New Hartford, NY, 13413
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Scott is involved with several organizations, including New York State Technology Enterprise Corporation, Human Technologies Corporation, Munson-Williams-Proctor Art Institute, SUNY Poly Foundation, and Holland Patent Central Schools. These roles involve board membership, committee chairs, and oversight of finances, investments, and operations, taking minimal time for each.
Employment History
Current Registrations
Ascent Wealth Partners, LLC
State Registrations1 state
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