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Advisor

Andrew Scott

Great Diamond Partners · Portland, Maine

Andrew Scott is a fee-only financial advisor at Great Diamond Partners in Portland, Maine, who holds the CFP credential. Great Diamond Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only CFP

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Facts

FirmGreat Diamond Partners
Based in Portland, Maine
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$804.1M across 1,736 accounts
CredentialsCFP
SEC registration Investment adviser representative in ME, TX · CRD 5634678
Exams passedSeries 66 (2014)
Firm size12 employees
Disclosures None reported
Websitewww.greatdiamondpartners.com

How Andrew's firm compares

  • Great Diamond Partners's average account is about $463,000, from its Form ADV (assets managed divided by 1,736 accounts).

What fee-only advisors charge

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Questions about Andrew

Is Andrew Scott a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Great Diamond Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Andrew charge for financial advice?

Andrew's firm, Great Diamond Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Andrew Scott based?

Andrew Scott is based in Portland, Maine.

What credentials does Andrew Scott hold?

Andrew Scott holds the CFP credential.

Is Andrew Scott registered with the SEC?

Yes. Andrew Scott is registered as an investment adviser representative in ME and TX (CRD 5634678), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Great Diamond Partners manage?

Great Diamond Partners reports $804.1M across 1,736 accounts in assets under management.

How do I contact Andrew Scott?

Through Andrew's website, www.greatdiamondpartners.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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