Scott Malbasa
Adelphi Wealth Advisory · Portland, Oregon
Scott Malbasa is a fee-only financial advisor at Adelphi Wealth Advisory in Portland, Oregon, who holds the CFP and JD credentials. Scott focuses on equity compensation, tax planning and retirement planning. Adelphi Wealth Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Adelphi Wealth Advisory |
|---|---|
| Based in | Portland, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.25B across 4,262 accounts |
| Credentials | CFP · JD |
| SEC registration | Investment adviser representative in OR · CRD 6401320 |
| Exams passed | Series 65 (2015) |
| Firm size | 69 employees |
| Disclosures | None reported |
| Website | adelphiwealth.com |
| Profile |
How Scott's firm compares
- Adelphi Wealth Advisory's average account is about $294,000, from its Form ADV (assets managed divided by 4,262 accounts).
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Questions about Scott
Is Scott Malbasa a fee-only financial advisor?
Yes. Scott Malbasa is listed in the XY Planning Network directory (XYPN members are fee-only). 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, Adelphi Wealth Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Scott Malbasa based?
Scott Malbasa is based in Portland, Oregon.
What does Scott specialize in?
Scott's specialties include equity compensation, tax planning and retirement planning.
What credentials does Scott Malbasa hold?
Scott Malbasa holds the CFP and JD credentials.
Is Scott Malbasa registered with the SEC?
Yes. Scott Malbasa is registered as an investment adviser representative in OR (CRD 6401320), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Adelphi Wealth Advisory manage?
Adelphi Wealth Advisory reports $1.25B across 4,262 accounts in assets under management.
How do I contact Scott Malbasa?
Through Scott's website, adelphiwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Adelphi Wealth Advisory website : specialties, clients served, and fees, checked October 28, 2026
- 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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