Scott Pearring
Seek First · Campbell, California
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.
Request an introduction to Scott →
Specialties
Who they serve
- High earners
- Tech employees
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 | $251M across 511 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, WA · CRD 5860998 |
| Exams passed | Series 63 (2011) · Series 65 (2011) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.seekfirstinc.com |
| Profile |
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 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.
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
- Seek First 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.