Scott Colton
Colton Wealth Management · Arcadia, California
Scott Colton is a fee-only financial advisor at Colton Wealth Management in Arcadia, California, who holds the CPA/PFS, MST and CFP credentials. Scott charges an ongoing planning fee.
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Facts
| Firm | Colton Wealth Management |
|---|---|
| Based in | Arcadia, California |
| Fee model | Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $135.1M across 268 accounts |
| Credentials | CPA/PFS · MST · CFP · CPA · MSFP |
| SEC registration | Investment adviser representative in CA · CRD 4215362 |
| Exams passed | Series 65 (2001) · Series 63 (2001) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | coltonwm.com |
How Scott's firm compares
- Colton Wealth Management's average account is about $504,000, from its Form ADV (assets managed divided by 268 accounts).
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Questions about Scott
Is Scott Colton a fee-only financial advisor?
Yes. Scott Colton is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Scott's firm.
How does Scott charge for financial advice?
Scott charges an ongoing planning fee.
Where is Scott Colton based?
Scott Colton is based in Arcadia, California.
What credentials does Scott Colton hold?
Scott Colton holds the CPA/PFS, MST, CFP, CPA and MSFP credentials.
Is Scott Colton registered with the SEC?
Yes. Scott Colton is registered as an investment adviser representative in CA (CRD 4215362), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Colton Wealth Management manage?
Colton Wealth Management reports $135.1M across 268 accounts in assets under management.
How do I contact Scott Colton?
Through Scott's website, coltonwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Colton Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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