Scott Holder
Verus Capital Partners · Ventura, California
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.
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Specialties
Who they serve
- Retirees
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 |
| Assets under management | $2.29B across 7,289 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7970022 |
| Exams passed | Series 65 (2024) |
| Firm size | 68 employees |
| Disclosures | None reported |
| Website | www.veruscapitalpartners.com |
How Scott's firm compares
- Verus Capital Partners's average account is about $314,000, from its Form ADV (assets managed divided by 7,289 accounts).
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Questions about Scott
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.
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
- Verus Capital 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.
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