Scott Cadieux
Echelon Private Wealth · Scottsdale, Arizona
Scott Cadieux is a fee-only financial advisor at Echelon Private Wealth in Scottsdale, Arizona, who holds the CFP credential. Echelon Private Wealth reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.
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Facts
| Firm | Echelon Private Wealth |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Performance-based fees |
| Assets under management | $20.5M across 89 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, TX, VT · CRD 3028859 |
| Exams passed | Series 63 (1998) · Series 66 (2001) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Scott's firm compares
- Echelon Private Wealth's average account is about $230,000, from its Form ADV (assets managed divided by 89 accounts).
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Questions about Scott
Is Scott Cadieux a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Scott holds no broker registration, and Echelon Private Wealth 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, Echelon Private Wealth, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.
Where is Scott Cadieux based?
Scott Cadieux is based in Scottsdale, Arizona.
What credentials does Scott Cadieux hold?
Scott Cadieux holds the CFP credential.
Is Scott Cadieux registered with the SEC?
Yes. Scott Cadieux is registered as an investment adviser representative in AZ, TX and VT (CRD 3028859), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Echelon Private Wealth manage?
Echelon Private Wealth reports $20.5M across 89 accounts in assets under management.
How do I contact Scott Cadieux?
Contact details aren't on file yet. Search for Echelon Private Wealth.
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
- 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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