Scott Bondurant
Bondurant Investment Advisory · Evanston, Illinois
Scott Bondurant is a fee-only financial advisor at Bondurant Investment Advisory in Evanston, Illinois. Scott focuses on estate & legacy planning, tax planning and family wealth transfer. Bondurant Investment Advisory reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Bondurant Investment Advisory |
|---|---|
| Based in | Evanston, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $111.1M across 137 accounts |
| SEC registration | Investment adviser representative in IL · CRD 2013125 |
| Exams passed | Series 63 (1990) · Series 65 (2018) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.sbondinvest.com |
| Profile |
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Questions about Scott
Is Scott Bondurant a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Scott holds no broker registration, and Bondurant Investment Advisory 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, Bondurant Investment Advisory, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Scott Bondurant based?
Scott Bondurant is based in Evanston, Illinois.
What does Scott specialize in?
Scott's specialties include estate & legacy planning, tax planning and family wealth transfer. Scott works with multi-generational families.
Is Scott Bondurant registered with the SEC?
Yes. Scott Bondurant is registered as an investment adviser representative in IL (CRD 2013125), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bondurant Investment Advisory manage?
Bondurant Investment Advisory reports $111.1M across 137 accounts in assets under management.
How do I contact Scott Bondurant?
Through Scott's website, www.sbondinvest.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
- Bondurant Investment Advisory 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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