Scott Dunlap
Human Capital Wealth Management · Fishers, Indiana
Scott Dunlap is a fee-only financial advisor at Human Capital Wealth Management in Fishers, Indiana. Scott charges a percentage of assets and an ongoing planning fee (ongoing planning from $3,000 a year and 1.2% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and small business owners.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- High earners
Facts
| Firm | Human Capital Wealth Management |
|---|---|
| Based in | Fishers, Indiana |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $3,000 a year · 1.2% a year on the first tier of assets managed |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $18.5M across 240 accounts |
| SEC registration | Investment adviser representative in IN, TX · CRD 6296879 |
| Exams passed | Series 63 (2015) · Series 65 (2020) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | humancapitalwealthmanagement.com |
| Profile |
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Questions about Scott
Is Scott Dunlap a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Scott holds no broker registration, and Human Capital Wealth Management 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 and an ongoing planning fee.
How much does Scott charge?
According to Human Capital Wealth Management's website, checked October 30, 2026: ongoing planning from $3,000 a year; 1.2% a year on the first tier of assets managed.
Does Scott work with clients virtually?
Yes. Human Capital Wealth Management says on its website that it works with clients remotely.
Where is Scott Dunlap based?
Scott Dunlap is based in Fishers, Indiana.
What does Scott specialize in?
Scott's specialties include retirement planning, tax planning, small business owners, founders (pre-exit) and equity compensation. Scott works with pre-retirees, retirees and high earners.
Is Scott Dunlap registered with the SEC?
Yes. Scott Dunlap is registered as an investment adviser representative in IN and TX (CRD 6296879), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Human Capital Wealth Management manage?
Human Capital Wealth Management reports $18.5M across 240 accounts in assets under management.
How do I contact Scott Dunlap?
Through Scott's website, humancapitalwealthmanagement.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
- Human Capital Wealth Management 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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