# Scott Iverson

> Scott Iverson is a fee-only financial advisor at Claris Advisors in St. Louis, Missouri, who holds the CFP and ChFC credentials. Claris Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/scott-iverson/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Claris Advisors
- **Based in:** St. Louis, Missouri
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $911.1M across 973 accounts
- **Credentials:** CFP, ChFC
- **CRD:** 4787992 (https://adviserinfo.sec.gov/individual/summary/4787992)
- **SEC registration:** Investment adviser representative in MO, TX
- **Exams passed:** Series 63 (2004)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.claris-advisors.com

## Frequently asked questions

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

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

### Where is Scott Iverson based?

Scott Iverson is based in St. Louis, Missouri.

### What credentials does Scott Iverson hold?

Scott Iverson holds the CFP and ChFC credentials.

### Is Scott Iverson registered with the SEC?

Yes. Scott Iverson is registered as an investment adviser representative in MO and TX (CRD 4787992), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Claris Advisors manage?

Claris Advisors reports $911.1M across 973 accounts in assets under management.

### How do I contact Scott Iverson?

Through Scott's website, www.claris-advisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4787992): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.