# Scott Pearring

> Scott Pearring is a fee-only financial advisor at Seek First in Campbell, California, who holds the CFP credential. Scott focuses on retirement planning, tax planning and estate & legacy planning. Seek First reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/scott-pearring/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Seek First
- **Based in:** Campbell, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Fees (firm's website):** a $1,000,000 asset minimum
- **Assets under management (firm):** $251M across 511 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** High earners, Tech employees
- **CRD:** 5860998 (https://adviserinfo.sec.gov/individual/summary/5860998)
- **SEC registration:** Investment adviser representative in TX, WA
- **Exams passed:** Series 63 (2011), Series 65 (2011)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.seekfirstinc.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Scott holds no broker registration, and Seek First 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, Seek First, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### How much does Scott charge?

According to Seek First's website, checked October 30, 2026: a $1,000,000 asset minimum.

### Where is Scott Pearring based?

Scott Pearring is based in Campbell, California.

### What does Scott specialize in?

Scott's specialties include retirement planning, tax planning and estate & legacy planning. Scott works with high earners and tech employees.

### What credentials does Scott Pearring hold?

Scott Pearring holds the CFP credential.

### Is Scott Pearring registered with the SEC?

Yes. Scott Pearring is registered as an investment adviser representative in TX and WA (CRD 5860998), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Seek First manage?

Seek First reports $251M across 511 accounts in assets under management.

### How do I contact Scott Pearring?

Through Scott's website, www.seekfirstinc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5860998): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://seekfirstinc.com/): specialties, clients served, and fees, checked October 30, 2026

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