Scott Iverson
Claris Advisors · St. Louis, Missouri
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.
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Facts
| Firm | Claris Advisors |
|---|---|
| Based in | St. Louis, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $911.1M across 973 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in MO, TX · CRD 4787992 |
| Exams passed | Series 63 (2004) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.claris-advisors.com |
| Profile |
How Scott's firm compares
- Claris Advisors's average account is about $936,000, from its Form ADV (assets managed divided by 973 accounts).
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Questions about Scott
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in St. Louis
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
- 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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