Scott Gegerson
Magnus Financial Group · New York, New York
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.
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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 |
| Assets under management | $2.33B across 4,782 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 4448415 |
| Exams passed | Series 63 (2006) · Series 66 (2006) |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | magnusfinancial.com |
How Scott's firm compares
- Magnus Financial Group's average account is about $486,000, from its Form ADV (assets managed divided by 4,782 accounts).
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Questions about Scott
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.
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
- Magnus Financial Group 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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