# Scott Bennett

> Scott Bennett is a fee-only financial advisor at IWR Advisors in Denver, Colorado, who holds the CFP credential. Scott charges a percentage of assets (1.5% a year on the first tier of assets managed and typically works with clients with $1,000,000 or more) and focuses on retirement planning, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/scott-bennett/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** IWR Advisors
- **Based in:** Denver, Colorado
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1.5% a year on the first tier of assets managed; typically works with clients with $1,000,000 or more
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $50.4M across 39 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **Works with:** Pre-retirees, Retirees
- **CRD:** 5057552 (https://adviserinfo.sec.gov/individual/summary/5057552)
- **SEC registration:** Investment adviser representative in CO, FL, PA, TX
- **Exams passed:** Series 63 (2006), Series 66 (2007)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.iwradvisors.com/

## Frequently asked questions

### Is Scott Bennett a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Scott holds no broker registration, and IWR Advisors 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 a percentage of assets.

### How much does Scott charge?

According to IWR Advisors's website, checked October 30, 2026: 1.5% a year on the first tier of assets managed; typically works with clients with $1,000,000 or more.

### Does Scott work with clients virtually?

Yes. IWR Advisors says on its website that it works with clients remotely.

### Where is Scott Bennett based?

Scott Bennett is based in Denver, Colorado.

### What does Scott specialize in?

Scott's specialties include retirement planning, estate & legacy planning and tax planning. Scott works with pre-retirees and retirees.

### What credentials does Scott Bennett hold?

Scott Bennett holds the CFP credential.

### Is Scott Bennett registered with the SEC?

Yes. Scott Bennett is registered as an investment adviser representative in CO, FL, PA and TX (CRD 5057552), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does IWR Advisors manage?

IWR Advisors reports $50.4M across 39 accounts in assets under management.

### How do I contact Scott Bennett?

Through Scott's website, www.iwradvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5057552): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.iwradvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.