# Scott Shagrin

> Scott Shagrin is a fee-only financial advisor at Beverly Hills Private Wealth in Beverly Hills, California, who holds the CFP credential. Beverly Hills Private Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/scott-shagrin/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Beverly Hills Private Wealth
- **Based in:** Beverly Hills, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $912.2M across 1,330 accounts
- **Credentials:** CFP
- **CRD:** 1162316 (https://adviserinfo.sec.gov/individual/summary/1162316)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (1983), Series 65 (1993)
- **Firm size:** 10 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.bhpw.com

## Frequently asked questions

### Is Scott Shagrin a fee-only financial advisor?

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

### Where is Scott Shagrin based?

Scott Shagrin is based in Beverly Hills, California.

### What credentials does Scott Shagrin hold?

Scott Shagrin holds the CFP credential.

### Is Scott Shagrin registered with the SEC?

Yes. Scott Shagrin is registered as an investment adviser representative in CA and TX (CRD 1162316), 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 Beverly Hills Private Wealth manage?

Beverly Hills Private Wealth reports $912.2M across 1,330 accounts in assets under management.

### How do I contact Scott Shagrin?

Through Scott's website, www.bhpw.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1162316): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.