# Scott Newhouse

> Scott Newhouse is a fee-only financial advisor at Forthright Finances in Scottsdale, Arizona, who holds the CFP credential. Scott charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $6,000 a year) and focuses on retirement planning, flat-fee planning and tax planning.

Page: https://find.wellspent.co/advisors/scott-newhouse/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Forthright Finances
- **Based in:** Scottsdale, Arizona
- **Fee model:** Flat fee or retainer; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $6,000 a year
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $28.6M across 291 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Flat-fee planning, Tax planning, Estate & legacy planning
- **CRD:** 6443922 (https://adviserinfo.sec.gov/individual/summary/6443922)
- **SEC registration:** Investment adviser representative in AZ, CA, NV, TX
- **Exams passed:** Series 66 (2015)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://forthrightfinances.com

## Frequently asked questions

### Is Scott Newhouse a fee-only financial advisor?

Yes. Scott Newhouse is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and 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 charges a flat fee or retainer and an ongoing planning fee.

### How much does Scott charge?

According to Forthright Finances's website, checked October 28, 2026: ongoing planning from $6,000 a year.

### Where is Scott Newhouse based?

Scott Newhouse is based in Scottsdale, Arizona.

### What does Scott specialize in?

Scott's specialties include retirement planning, flat-fee planning, tax planning and estate & legacy planning.

### What credentials does Scott Newhouse hold?

Scott Newhouse holds the CFP credential.

### Is Scott Newhouse registered with the SEC?

Yes. Scott Newhouse is registered as an investment adviser representative in AZ, CA, NV and TX (CRD 6443922), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Forthright Finances manage?

Forthright Finances reports $28.6M across 291 accounts in assets under management.

### How do I contact Scott Newhouse?

Through Scott's website, forthrightfinances.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/45233): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://forthrightfinances.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.