# Scott Holder

> Scott Holder is a fee-only financial advisor at Verus Capital Partners in Ventura, California. Scott focuses on retirement planning, estate & legacy planning and tax planning. Verus Capital Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Verus Capital Partners
- **Based in:** Ventura, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $2.29B across 7,289 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Divorce financial planning
- **Works with:** Retirees
- **CRD:** 7970022 (https://adviserinfo.sec.gov/individual/summary/7970022)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2024)
- **Firm size:** 68 employees
- **Disclosures:** None reported
- **Website:** http://www.veruscapitalpartners.com

## Frequently asked questions

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

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

### Where is Scott Holder based?

Scott Holder is based in Ventura, California.

### What does Scott specialize in?

Scott's specialties include retirement planning, estate & legacy planning, tax planning and divorce financial planning. Scott works with retirees.

### Is Scott Holder registered with the SEC?

Yes. Scott Holder is registered as an investment adviser representative in CA (CRD 7970022), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Verus Capital Partners manage?

Verus Capital Partners reports $2.29B across 7,289 accounts in assets under management.

### How do I contact Scott Holder?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7970022): 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.veruscapitalpartners.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.