Scott Sheffer
Carnegie Wealth Management · Berwyn, Pennsylvania
Scott Sheffer is a fee-only financial advisor at Carnegie Wealth Management in Berwyn, Pennsylvania. Carnegie Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Carnegie Wealth Management |
|---|---|
| Based in | Berwyn, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $357.1M across 919 accounts |
| SEC registration | Investment adviser representative in PA, TX · CRD 3109236 |
| Exams passed | Series 63 (1998) · Series 65 (1999) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | carnegiewealth.com/who-we-are/we-are-carnegie |
| Profile |
How Scott's firm compares
- Carnegie Wealth Management's average account is about $389,000, from its Form ADV (assets managed divided by 919 accounts).
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Questions about Scott
Is Scott Sheffer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Scott holds no broker registration, and Carnegie Wealth 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, Carnegie Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Scott Sheffer based?
Scott Sheffer is based in Berwyn, Pennsylvania.
Is Scott Sheffer registered with the SEC?
Yes. Scott Sheffer is registered as an investment adviser representative in PA and TX (CRD 3109236), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Carnegie Wealth Management manage?
Carnegie Wealth Management reports $357.1M across 919 accounts in assets under management.
How do I contact Scott Sheffer?
Through Scott's website, carnegiewealth.com/who-we-are/we-are-carnegie.
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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