Charles Scott
Solidity Financial · Shoreview, Minnesota
Charles Scott is a fee-only financial advisor at Solidity Financial in Shoreview, Minnesota. Solidity Financial reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Solidity Financial |
|---|---|
| Based in | Shoreview, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $73.5M across 410 accounts |
| SEC registration | Investment adviser representative in MN · CRD 5541631 |
| Exams passed | Series 65 (2026) · Series 66 (2008) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.mysolidity.com |
| Profile |
How Charles's firm compares
- Solidity Financial's average account is about $179,000, from its Form ADV (assets managed divided by 410 accounts).
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Questions about Charles
Is Charles Scott a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Solidity Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Charles charge for financial advice?
Charles's firm, Solidity Financial, reports charging a percentage of assets on its SEC Form ADV.
Where is Charles Scott based?
Charles Scott is based in Shoreview, Minnesota.
Is Charles Scott registered with the SEC?
Yes. Charles Scott is registered as an investment adviser representative in MN (CRD 5541631), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Solidity Financial manage?
Solidity Financial reports $73.5M across 410 accounts in assets under management.
How do I contact Charles Scott?
Through Charles's website, www.mysolidity.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Shoreview
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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