Scott Hampton
Moment Partners · San Francisco, California
Scott Hampton is a fee-only financial advisor at Moment Partners in San Francisco, California, who holds the CFP credential. Scott focuses on tax planning, estate & legacy planning and family wealth transfer. Moment Partners reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
Request an introduction to Scott →
Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Moment Partners |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $1.19B across 1,516 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 5695775 |
| Exams passed | Series 66 (2013) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.momentpartners.com |
| Profile |
Request an introduction to Scott
Tell Scott a little about what you're looking for. Scott isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Scott
Is Scott Hampton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Scott holds no broker registration, and Moment Partners 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, Moment Partners, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Does Scott work with clients virtually?
Yes. Moment Partners says on its website that it works with clients remotely.
Where is Scott Hampton based?
Scott Hampton is based in San Francisco, California.
What does Scott specialize in?
Scott's specialties include tax planning, estate & legacy planning and family wealth transfer. Scott works with multi-generational families.
What credentials does Scott Hampton hold?
Scott Hampton holds the CFP credential.
Is Scott Hampton registered with the SEC?
Yes. Scott Hampton is registered as an investment adviser representative in CA and TX (CRD 5695775), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Moment Partners manage?
Moment Partners reports $1.19B across 1,516 accounts in assets under management.
How do I contact Scott Hampton?
Through Scott's website, www.momentpartners.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
- Moment Partners 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.
See something wrong? Request a correction. Read our methodology.