Scott Roberts
VergePointe · Lake Oswego, Oregon
Scott Roberts is a fee-only financial advisor at VergePointe in Lake Oswego, Oregon. Scott focuses on real estate investors. VergePointe reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Ultra high net worth
Facts
| Firm | VergePointe |
|---|---|
| Based in | Lake Oswego, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $283.3M across 215 accounts |
| SEC registration | Investment adviser representative in OR · CRD 4506090 |
| Exams passed | Series 66 (2002) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | vergepointe.com |
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Questions about Scott
Is Scott Roberts a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Scott holds no broker registration, and VergePointe 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, VergePointe, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Scott Roberts based?
Scott Roberts is based in Lake Oswego, Oregon.
What does Scott specialize in?
Scott's specialties include real estate investors. Scott works with founders and ultra high net worth.
Is Scott Roberts registered with the SEC?
Yes. Scott Roberts is registered as an investment adviser representative in OR (CRD 4506090), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does VergePointe manage?
VergePointe reports $283.3M across 215 accounts in assets under management.
How do I contact Scott Roberts?
Through Scott's website, vergepointe.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
- VergePointe 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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