Scott MacKenzie
Private Family Wealth Advisors · Atlanta, Georgia
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.
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Facts
| Firm | Private Family Wealth Advisors |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $393.2M across 371 accounts |
| Credentials | CFP · CIMA · CLU · MBA |
| SEC registration | Investment adviser representative in GA, TX · CRD 2265519 |
| Exams passed | Series 63 (1992) · Series 65 (1999) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
How Scott's firm compares
- Private Family Wealth Advisors's average account is about $1.1 million, from its Form ADV (assets managed divided by 371 accounts).
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Questions about Scott
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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