John Scambray
Onesource Wealth Management · Reno, Nevada
John Scambray is a fee-only financial advisor at Onesource Wealth Management in Reno, Nevada. Onesource Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to John →
Facts
| Firm | Onesource Wealth Management |
|---|---|
| Based in | Reno, Nevada |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $149.8M across 546 accounts |
| SEC registration | Investment adviser representative in CA · CRD 2231726 |
| Exams passed | Series 63 (1992) · Series 65 (1999) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.wisemoneyguys.com |
| Profile |
How John's firm compares
- Onesource Wealth Management's average account is about $274,000, from its Form ADV (assets managed divided by 546 accounts).
Request an introduction to John
Tell John a little about what you're looking for. John isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about John
Is John Scambray a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Onesource Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Onesource Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is John Scambray based?
John Scambray is based in Reno, Nevada.
Is John Scambray registered with the SEC?
Yes. John Scambray is registered as an investment adviser representative in CA (CRD 2231726), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Onesource Wealth Management manage?
Onesource Wealth Management reports $149.8M across 546 accounts in assets under management.
How do I contact John Scambray?
Through John's website, www.wisemoneyguys.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Reno
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.
See something wrong? Request a correction. Read our methodology.