Scott North
Clearpath Legacy Planning · Denver, Colorado
Scott North is a fee-only financial advisor at Clearpath Legacy Planning in Denver, Colorado. Scott charges a percentage of assets (1.1% a year on the first tier of assets managed) and focuses on estate & legacy planning, divorce financial planning and family wealth transfer.
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Specialties
Who they serve
- Divorced individuals
- Multi-generational families
- Mid-life transitions
Facts
| Firm | Clearpath Legacy Planning |
|---|---|
| Based in | Denver, Colorado |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.1% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $13.2M across 82 accounts |
| SEC registration | Investment adviser representative in CO · CRD 4688826 |
| Exams passed | Series 65 (2012) · Series 66 (2012) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.clearpathlegacyplanning.com |
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Questions about Scott
Is Scott North a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Scott holds no broker registration, and Clearpath Legacy Planning 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 charges a percentage of assets.
How much does Scott charge?
According to Clearpath Legacy Planning's website, checked October 30, 2026: 1.1% a year on the first tier of assets managed.
Where is Scott North based?
Scott North is based in Denver, Colorado.
What does Scott specialize in?
Scott's specialties include estate & legacy planning, divorce financial planning, family wealth transfer and equity compensation. Scott works with divorced individuals, multi-generational families and mid-life transitions.
Is Scott North registered with the SEC?
Yes. Scott North is registered as an investment adviser representative in CO (CRD 4688826), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Clearpath Legacy Planning manage?
Clearpath Legacy Planning reports $13.2M across 82 accounts in assets under management.
How do I contact Scott North?
Through Scott's website, www.clearpathlegacyplanning.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
- Clearpath Legacy Planning 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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