Scott Bacon
Scott Bacon is a CFP-designated registered investment advisor at Charter Wealth Management, based in Raleigh, NC, with 13 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 108 clients with $200M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Retirement plan consultation and management services — $1,500 to $50,000 annually, depending on the complexity of the engagement, the time required, the number of participants, and the assets involved.
- Educational workshops — $1,500 to $3,000 per workshop series, paid by the workshop sponsor rather than plan participants, depending on attendee count, materials, and session frequency.
- Hourly consulting — $400 per hour for plan consultation services, billed in 15-minute increments.
Location
8601 Six Forks Road, Suite 400, Raleigh, NC, 27615
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
Scott is a Vice President at Compass Surgical Partners, LLC, a healthcare consulting firm, dedicating nearly all of his time to this role. He is also an independent licensed insurance agent, spending about 10% or less of his time on this activity.
Employment History
Current Registrations
Charter Wealth Management
Previous Registrations
Suntrust Investment Services, INC.
State Registrations1 state
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
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