Scott Vicary is a CFA-designated registered investment advisor at Rookwood Wealth, based in Silver Spring, MD, with 5 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 6 clients with $8.7M 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 $750K | 1.00% |
| $750K+ | 0.85% |
Fees are negotiable.
Fee Estimator
Location
Silver Spring, MD
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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.
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Scott is the managing director of Rookwood Investments II LLC, a real estate apartment rental business, since 2021. He dedicates minimal time to this activity.
Employment History
Current Registrations
Rookwood Wealth
Previous Registrations
Sulzberger Capital Advisors, INC.
State Registrations1 state
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