Mark Scott
Trinvest Advisors · Volente, Texas
Mark Scott is a fee-only financial advisor at Trinvest Advisors in Volente, Texas, who holds the CFA credential. Trinvest Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Trinvest Advisors |
|---|---|
| Based in | Volente, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $12.7M across 38 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TX · CRD 1577791 |
| Exams passed | Series 63 (1986) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Mark's firm compares
- Trinvest Advisors's average account is about $334,000, from its Form ADV (assets managed divided by 38 accounts).
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Questions about Mark
Is Mark Scott a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Trinvest Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mark charge for financial advice?
Mark's firm, Trinvest Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Mark Scott based?
Mark Scott is based in Volente, Texas.
What credentials does Mark Scott hold?
Mark Scott holds the CFA credential.
Is Mark Scott registered with the SEC?
Yes. Mark Scott is registered as an investment adviser representative in TX (CRD 1577791), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Trinvest Advisors manage?
Trinvest Advisors reports $12.7M across 38 accounts in assets under management.
How do I contact Mark Scott?
Contact details aren't on file yet. Search for Trinvest Advisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Texas
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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