Connor Ludwig
Wealthetic · San Diego, California
Connor Ludwig is a fee-only financial advisor at Wealthetic in San Diego, California. Wealthetic reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Wealthetic |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $16.4M across 59 accounts |
| SEC registration | Investment adviser representative in CA · CRD 8314302 |
| Exams passed | Series 65 (2026) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.iscott.net |
| Profile |
How Connor's firm compares
- Wealthetic's average account is about $277,000, from its Form ADV (assets managed divided by 59 accounts).
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Questions about Connor
Is Connor Ludwig a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Connor holds no broker registration, and Wealthetic reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Connor charge for financial advice?
Connor's firm, Wealthetic, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Connor Ludwig based?
Connor Ludwig is based in San Diego, California.
Is Connor Ludwig registered with the SEC?
Yes. Connor Ludwig is registered as an investment adviser representative in CA (CRD 8314302), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wealthetic manage?
Wealthetic reports $16.4M across 59 accounts in assets under management.
How do I contact Connor Ludwig?
Through Connor's website, www.iscott.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Diego
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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