Scott Bennington
Heritage Oak Wealth Advisors · Rogers, Arkansas
Scott Bennington is a fee-only financial advisor at Heritage Oak Wealth Advisors in Rogers, Arkansas. Scott focuses on equity compensation, estate & legacy planning and small business owners. Heritage Oak Wealth Advisors reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Executives
- Founders
- Retirees
- Pre-retirees
Facts
| Firm | Heritage Oak Wealth Advisors |
|---|---|
| Based in | Rogers, Arkansas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $347.4M across 693 accounts |
| SEC registration | Investment adviser representative in AR · CRD 7402008 |
| Exams passed | Series 65 (2021) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.heritageoakwealthadvisors.com |
How Scott's firm compares
- Heritage Oak Wealth Advisors's average account is about $501,000, from its Form ADV (assets managed divided by 693 accounts).
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Questions about Scott
Is Scott Bennington a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Scott holds no broker registration, and Heritage Oak Wealth 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's firm, Heritage Oak Wealth Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Scott Bennington based?
Scott Bennington is based in Rogers, Arkansas.
What does Scott specialize in?
Scott's specialties include equity compensation, estate & legacy planning, small business owners and retirement planning. Scott works with executives, founders, retirees and pre-retirees.
Is Scott Bennington registered with the SEC?
Yes. Scott Bennington is registered as an investment adviser representative in AR (CRD 7402008), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Heritage Oak Wealth Advisors manage?
Heritage Oak Wealth Advisors reports $347.4M across 693 accounts in assets under management.
How do I contact Scott Bennington?
Through Scott's website, www.heritageoakwealthadvisors.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
- Heritage Oak Wealth Advisors 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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