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Advisor

Scott Robbins

Private Wealth Management · Memphis, Tennessee

Scott Robbins is a fee-only financial advisor at Private Wealth Management in Memphis, Tennessee, who holds the CFP credential. Private Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only CFP

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Facts

FirmPrivate Wealth Management
Based in Memphis, Tennessee
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$832.5M across 571 accounts
CredentialsCFP
SEC registration Investment adviser representative in TN, TX · CRD 4540655
Exams passedSeries 65 (2001)
Firm size4 employees
Disclosures None reported

How Scott's firm compares

  • Private Wealth Management's average account is about $1.5 million, from its Form ADV (assets managed divided by 571 accounts).

What fee-only advisors charge in Tennessee

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Questions about Scott

Is Scott Robbins a fee-only financial advisor?

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

Where is Scott Robbins based?

Scott Robbins is based in Memphis, Tennessee.

What credentials does Scott Robbins hold?

Scott Robbins holds the CFP credential.

Is Scott Robbins registered with the SEC?

Yes. Scott Robbins is registered as an investment adviser representative in TN and TX (CRD 4540655), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Private Wealth Management manage?

Private Wealth Management reports $832.5M across 571 accounts in assets under management.

How do I contact Scott Robbins?

Contact details aren't on file yet. Search for Private Wealth Management.

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
  • 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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