Scott Schlegel
SchlegelDunn · Plano, Texas
Scott Schlegel is a fee-only financial advisor at SchlegelDunn in Plano, Texas, who holds the CFP credential. Scott focuses on retirement planning and estate & legacy planning. SchlegelDunn reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | SchlegelDunn |
|---|---|
| Based in | Plano, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $279.1M across 535 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 5321133 |
| Exams passed | Series 63 (2010) · Series 65 (2007) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | schlegeldunn.com |
How Scott's firm compares
- SchlegelDunn's average account is about $522,000, from its Form ADV (assets managed divided by 535 accounts).
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Questions about Scott
Is Scott Schlegel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Scott holds no broker registration, and SchlegelDunn 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, SchlegelDunn, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Scott Schlegel based?
Scott Schlegel is based in Plano, Texas.
What does Scott specialize in?
Scott's specialties include retirement planning and estate & legacy planning.
What credentials does Scott Schlegel hold?
Scott Schlegel holds the CFP credential.
Is Scott Schlegel registered with the SEC?
Yes. Scott Schlegel is registered as an investment adviser representative in TX (CRD 5321133), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does SchlegelDunn manage?
SchlegelDunn reports $279.1M across 535 accounts in assets under management.
How do I contact Scott Schlegel?
Through Scott's website, schlegeldunn.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Plano
Other advisors in Texas who focus on retirement planning
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
- SchlegelDunn 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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