Scott Morrison
Moment Private Wealth · Saint Louis, Missouri
Scott Morrison is a fee-only financial advisor at Moment Private Wealth in Saint Louis, Missouri, who holds the CFP credential. Moment Private Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Scott →
Facts
| Firm | Moment Private Wealth |
|---|---|
| Based in | Saint Louis, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $357.2M across 719 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 6855518 |
| Exams passed | Series 63 (2021) · Series 65 (2020) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.momentprivatewealth.com |
How Scott's firm compares
- Moment Private Wealth's average account is about $497,000, from its Form ADV (assets managed divided by 719 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 Morrison a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Scott holds no broker registration, and Moment Private Wealth 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, Moment Private Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Scott Morrison based?
Scott Morrison is based in Saint Louis, Missouri.
What credentials does Scott Morrison hold?
Scott Morrison holds the CFP credential.
Is Scott Morrison registered with the SEC?
Yes. Scott Morrison is registered as an investment adviser representative in TX (CRD 6855518), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Moment Private Wealth manage?
Moment Private Wealth reports $357.2M across 719 accounts in assets under management.
How do I contact Scott Morrison?
Through Scott's website, www.momentprivatewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Saint Louis
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.