# Scott MacKenzie

> Scott MacKenzie is a fee-only financial advisor at Private Family Wealth Advisors in Atlanta, Georgia, who holds the CFP, CIMA and CLU credentials. Private Family Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/scott-mackenzie/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Private Family Wealth Advisors
- **Based in:** Atlanta, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $393.2M across 371 accounts
- **Credentials:** CFP, CIMA, CLU, MBA
- **CRD:** 2265519 (https://adviserinfo.sec.gov/individual/summary/2265519)
- **SEC registration:** Investment adviser representative in GA, TX
- **Exams passed:** Series 63 (1992), Series 65 (1999)
- **Firm size:** 4 employees
- **Disclosures:** Reported; see the SEC record

## Frequently asked questions

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

Yes. Scott MacKenzie is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Scott's firm.

### How does Scott charge for financial advice?

Scott's firm, Private Family Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Scott MacKenzie based?

Scott MacKenzie is based in Atlanta, Georgia.

### What credentials does Scott MacKenzie hold?

Scott MacKenzie holds the CFP, CIMA, CLU and MBA credentials.

### Is Scott MacKenzie registered with the SEC?

Yes. Scott MacKenzie is registered as an investment adviser representative in GA and TX (CRD 2265519), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.

### How much does Private Family Wealth Advisors manage?

Private Family Wealth Advisors reports $393.2M across 371 accounts in assets under management.

### How do I contact Scott MacKenzie?

Contact details aren't on file yet. Search for Private Family Wealth Advisors.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/52103): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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