# Scott Gegerson

> Scott Gegerson is a fee-only financial advisor at Magnus Financial Group in New York, New York, who holds the CFP credential. Magnus Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Magnus Financial Group
- **Based in:** New York, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $2.33B across 4,782 accounts
- **Credentials:** CFP
- **CRD:** 4448415 (https://adviserinfo.sec.gov/individual/summary/4448415)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 63 (2006), Series 66 (2006)
- **Firm size:** 24 employees
- **Disclosures:** None reported
- **Website:** https://magnusfinancial.com/

## Frequently asked questions

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

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

### Where is Scott Gegerson based?

Scott Gegerson is based in New York, New York.

### What credentials does Scott Gegerson hold?

Scott Gegerson holds the CFP credential.

### Is Scott Gegerson registered with the SEC?

Yes. Scott Gegerson is registered as an investment adviser representative in NY (CRD 4448415), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Magnus Financial Group manage?

Magnus Financial Group reports $2.33B across 4,782 accounts in assets under management.

### How do I contact Scott Gegerson?

Through Scott's website, magnusfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4448415): 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://magnusfinancial.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.