Scott McCartney
Ascent Wealth Partners · New Hartford, New York
Scott McCartney is a fee-only financial advisor at Ascent Wealth Partners in New Hartford, New York, who holds the CFA credential. Scott focuses on founders (pre-exit). Ascent Wealth Partners reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Ascent Wealth Partners |
|---|---|
| Based in | New Hartford, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $1.52B across 2,359 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NY · CRD 4938320 |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.ascentwealthpartners.com |
How Scott's firm compares
- Ascent Wealth Partners's average account is about $644,000, from its Form ADV (assets managed divided by 2,359 accounts).
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Questions about Scott
Is Scott McCartney a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Scott holds no broker registration, and Ascent Wealth Partners 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, Ascent Wealth Partners, reports charging a percentage of assets on its SEC Form ADV.
Where is Scott McCartney based?
Scott McCartney is based in New Hartford, New York.
What does Scott specialize in?
Scott's specialties include founders (pre-exit).
What credentials does Scott McCartney hold?
Scott McCartney holds the CFA credential.
Is Scott McCartney registered with the SEC?
Yes. Scott McCartney is registered as an investment adviser representative in NY (CRD 4938320), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ascent Wealth Partners manage?
Ascent Wealth Partners reports $1.52B across 2,359 accounts in assets under management.
How do I contact Scott McCartney?
Through Scott's website, www.ascentwealthpartners.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
- Ascent Wealth Partners website : specialties, clients served, and fees, checked October 30, 2026
- 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.
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