Scott Newhouse
Forthright Finances · Scottsdale, Arizona
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.
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Specialties
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 |
| Assets under management | $28.6M across 291 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, CA, NV, TX · CRD 6443922 |
| Exams passed | Series 66 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | forthrightfinances.com |
| Profile |
How Scott's firm compares
- Ongoing planning starts at $6,000 a year, above the Arizona median of $4,800 for fee-only firms that publish prices.
- Forthright Finances's average account is about $98,000, from its Form ADV (assets managed divided by 291 accounts).
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Questions about Scott
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Forthright Finances website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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