Scott McCarthy
Cambridge Advisors · Williamsville, New York
Scott McCarthy is a fee-only financial advisor at Cambridge Advisors in Williamsville, New York, who holds the CFP credential. Cambridge Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Scott →
Facts
| Firm | Cambridge Advisors |
|---|---|
| Based in | Williamsville, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $46.5M across 264 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY, TX · CRD 5084155 |
| Exams passed | Series 66 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | camadv.com |
How Scott's firm compares
- Cambridge Advisors's average account is about $176,000, from its Form ADV (assets managed divided by 264 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 McCarthy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Scott holds no broker registration, and Cambridge 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, Cambridge Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Scott McCarthy based?
Scott McCarthy is based in Williamsville, New York.
What credentials does Scott McCarthy hold?
Scott McCarthy holds the CFP credential.
Is Scott McCarthy registered with the SEC?
Yes. Scott McCarthy is registered as an investment adviser representative in NY and TX (CRD 5084155), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cambridge Advisors manage?
Cambridge Advisors reports $46.5M across 264 accounts in assets under management.
How do I contact Scott McCarthy?
Through Scott's website, camadv.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.