Scott Anderson
GW Financial · Reno, Nevada
Scott Anderson is a fee-only financial advisor at GW Financial in Reno, Nevada, who holds the CFP credential. Scott charges an ongoing planning fee (ongoing planning from $7,500 a year) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | GW Financial |
|---|---|
| Based in | Reno, Nevada |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $7,500 a year |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $133.8M across 266 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 4113189 |
| Exams passed | Series 63 (2000) · Series 66 (2005) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.planretire.com |
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Questions about Scott
Is Scott Anderson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Scott holds no broker registration, and GW Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Scott charge for financial advice?
Scott charges an ongoing planning fee.
How much does Scott charge?
According to GW Financial's website, checked October 30, 2026: ongoing planning from $7,500 a year.
Does Scott work with clients virtually?
Yes. GW Financial says on its website that it works with clients remotely.
Where is Scott Anderson based?
Scott Anderson is based in Reno, Nevada.
What does Scott specialize in?
Scott's specialties include retirement planning, tax planning, estate & legacy planning and family wealth transfer. Scott works with pre-retirees and retirees.
What credentials does Scott Anderson hold?
Scott Anderson holds the CFP credential.
Is Scott Anderson registered with the SEC?
Yes. Scott Anderson is registered as an investment adviser representative in CA (CRD 4113189), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does GW Financial manage?
GW Financial reports $133.8M across 266 accounts in assets under management.
How do I contact Scott Anderson?
Through Scott's website, www.planretire.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
- GW Financial website : specialties, clients served, and fees, checked October 30, 2026
- 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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