Scott Leonard
Navigoe · Redondo Beach, California
Scott Leonard is a fee-only financial advisor at Navigoe in Redondo Beach, California, who holds the CFP credential. Navigoe reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Scott →
Facts
| Firm | Navigoe |
|---|---|
| Based in | Redondo Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $407.8M across 587 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 2218530 |
| Exams passed | Series 63 (1992) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.navigoe.com |
How Scott's firm compares
- Navigoe's average account is about $695,000, from its Form ADV (assets managed divided by 587 accounts).
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 Leonard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Scott holds no broker registration, and Navigoe 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, Navigoe, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Scott Leonard based?
Scott Leonard is based in Redondo Beach, California.
What credentials does Scott Leonard hold?
Scott Leonard holds the CFP credential.
Is Scott Leonard registered with the SEC?
Yes. Scott Leonard is registered as an investment adviser representative in CA (CRD 2218530), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Navigoe manage?
Navigoe reports $407.8M across 587 accounts in assets under management.
How do I contact Scott Leonard?
Through Scott's website, www.navigoe.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
- 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.