# Scott Dynan

> Scott Dynan is a fee-only financial advisor at Round Rock Advisors in Wilton, Connecticut. Scott focuses on estate & legacy planning, tax planning and retirement planning. Round Rock Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/scott-dynan/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Round Rock Advisors
- **Based in:** Wilton, Connecticut
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $906.7M across 1,935 accounts
- **Specialties:** Estate & legacy planning, Tax planning, Retirement planning, Family wealth transfer
- **CRD:** 3157770 (https://adviserinfo.sec.gov/individual/summary/3157770)
- **SEC registration:** Investment adviser representative in CT
- **Exams passed:** Series 63 (1999), Series 65 (2001)
- **Firm size:** 22 employees
- **Disclosures:** None reported
- **Website:** http://roundrockadvisors.com/

## Frequently asked questions

### Is Scott Dynan a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Scott holds no broker registration, and Round Rock 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, Round Rock Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Scott Dynan based?

Scott Dynan is based in Wilton, Connecticut.

### What does Scott specialize in?

Scott's specialties include estate & legacy planning, tax planning, retirement planning and family wealth transfer.

### Is Scott Dynan registered with the SEC?

Yes. Scott Dynan is registered as an investment adviser representative in CT (CRD 3157770), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Round Rock Advisors manage?

Round Rock Advisors reports $906.7M across 1,935 accounts in assets under management.

### How do I contact Scott Dynan?

Through Scott's website, roundrockadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3157770): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://roundrockadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.