# Scott Freund

> Scott Freund is a fee-only financial advisor at Family Office Research in Bethesda, Maryland. Scott focuses on estate & legacy planning and family wealth transfer. Family Office Research reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Family Office Research
- **Based in:** Bethesda, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $648.2M across 136 accounts
- **Specialties:** Estate & legacy planning, Family wealth transfer
- **CRD:** 2565524 (https://adviserinfo.sec.gov/individual/summary/2565524)
- **SEC registration:** Investment adviser representative in MD
- **Exams passed:** Series 63 (1994), Series 65 (1996)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.familyofficeresearch.com

## Frequently asked questions

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

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

### Where is Scott Freund based?

Scott Freund is based in Bethesda, Maryland.

### What does Scott specialize in?

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

### Is Scott Freund registered with the SEC?

Yes. Scott Freund is registered as an investment adviser representative in MD (CRD 2565524), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Family Office Research manage?

Family Office Research reports $648.2M across 136 accounts in assets under management.

### How do I contact Scott Freund?

Through Scott's website, www.familyofficeresearch.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2565524): 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://www.familyofficeresearch.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.