Scott Schwartz
International Asset Management · San Mateo, California
Scott Schwartz is a fee-only financial advisor at International Asset Management in San Mateo, California, who holds the CFP credential. International Asset Management reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | International Asset Management |
|---|---|
| Based in | San Mateo, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $173.1M across 424 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 2518654 |
| Exams passed | Series 63 (1995) · Series 65 (2000) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.iamadvisors.com |
| Profile |
How Scott's firm compares
- International Asset Management's average account is about $408,000, from its Form ADV (assets managed divided by 424 accounts).
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Questions about Scott
Is Scott Schwartz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Scott holds no broker registration, and International Asset 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, International Asset Management, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Scott Schwartz based?
Scott Schwartz is based in San Mateo, California.
What credentials does Scott Schwartz hold?
Scott Schwartz holds the CFP credential.
Is Scott Schwartz registered with the SEC?
Yes. Scott Schwartz is registered as an investment adviser representative in CA (CRD 2518654), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does International Asset Management manage?
International Asset Management reports $173.1M across 424 accounts in assets under management.
How do I contact Scott Schwartz?
Through Scott's website, www.iamadvisors.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
- 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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