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Advisor

Dieter Scherer

Adaptive Wealth · Gulfport, Mississippi

Dieter Scherer is a fee-only financial advisor at Adaptive Wealth in Gulfport, Mississippi, who holds the CFP credential. Adaptive Wealth reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.

Percentage of assetsHourlyPerformance-based fees Fee-only CFP

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Facts

FirmAdaptive Wealth
Based in Gulfport, Mississippi
Fee model (firm's Form ADV)Percentage of assets · Hourly · Performance-based fees
Assets under management$3.3M across 17 accounts
CredentialsCFP
SEC registration Investment adviser representative in MD, SC, TX · CRD 6016202
Exams passedSeries 65 (2012)
Firm size1 employee
Disclosures None reported
Websiteadaptivewealth.com
LinkedInProfile

How Dieter's firm compares

  • Adaptive Wealth's average account is about $197,000, from its Form ADV (assets managed divided by 17 accounts).

What fee-only advisors charge

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Questions about Dieter

Is Dieter Scherer a fee-only financial advisor?

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

How does Dieter charge for financial advice?

Dieter's firm, Adaptive Wealth, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.

Where is Dieter Scherer based?

Dieter Scherer is based in Gulfport, Mississippi.

What credentials does Dieter Scherer hold?

Dieter Scherer holds the CFP credential.

Is Dieter Scherer registered with the SEC?

Yes. Dieter Scherer is registered as an investment adviser representative in MD, SC and TX (CRD 6016202), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Adaptive Wealth manage?

Adaptive Wealth reports $3.3M across 17 accounts in assets under management.

How do I contact Dieter Scherer?

Through Dieter's website, adaptivewealth.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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