Scott Neubauer
Wisdom Investments · Lake In The Hills, Illinois
Scott Neubauer is a fee-only financial advisor at Wisdom Investments in Lake In The Hills, Illinois. Scott focuses on retirement planning and estate & legacy planning. Wisdom Investments reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Scott →
Specialties
Facts
| Firm | Wisdom Investments |
|---|---|
| Based in | Lake In The Hills, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $53.1M across 301 accounts |
| SEC registration | Investment adviser representative in IL · CRD 7898007 |
| Exams passed | Series 65 (2024) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.wisdominvestments.com |
| Profile |
How Scott's firm compares
- Wisdom Investments's average account is about $176,000, from its Form ADV (assets managed divided by 301 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 Neubauer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Scott holds no broker registration, and Wisdom Investments 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, Wisdom Investments, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Scott Neubauer based?
Scott Neubauer is based in Lake In The Hills, Illinois.
What does Scott specialize in?
Scott's specialties include retirement planning and estate & legacy planning.
Is Scott Neubauer registered with the SEC?
Yes. Scott Neubauer is registered as an investment adviser representative in IL (CRD 7898007), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wisdom Investments manage?
Wisdom Investments reports $53.1M across 301 accounts in assets under management.
How do I contact Scott Neubauer?
Through Scott's website, www.wisdominvestments.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
- Wisdom Investments 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.
See something wrong? Request a correction. Read our methodology.