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Advisor

Scott Ross

Private Client Advisor Group · Alpine, Utah

Scott Ross is a fee-only financial advisor at Private Client Advisor Group in Alpine, Utah. Private Client Advisor Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only

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Facts

FirmPrivate Client Advisor Group
Based in Alpine, Utah
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$110M across 391 accounts
SEC registration Investment adviser representative in UT · CRD 4911591
Exams passedSeries 63 (2005) · Series 65 (2012)
Firm size6 employees
Disclosures None reported
Websitewww.privateclientadvisor.net

How Scott's firm compares

  • Private Client Advisor Group's average account is about $281,000, from its Form ADV (assets managed divided by 391 accounts).

What fee-only advisors charge in Utah

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Questions about Scott

Is Scott Ross a fee-only financial advisor?

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

Where is Scott Ross based?

Scott Ross is based in Alpine, Utah.

Is Scott Ross registered with the SEC?

Yes. Scott Ross is registered as an investment adviser representative in UT (CRD 4911591), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Private Client Advisor Group manage?

Private Client Advisor Group reports $110M across 391 accounts in assets under management.

How do I contact Scott Ross?

Through Scott's website, www.privateclientadvisor.net.

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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