Scott Stewart
Eads & Heald Wealth Management · Atlanta, Georgia
Scott Stewart is a fee-only financial advisor at Eads & Heald Wealth Management in Atlanta, Georgia, who holds the CFP and CFA credentials. Eads & Heald Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Eads & Heald Wealth Management |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $240.5M across 229 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in GA, NC, TX · CRD 4571128 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.eadsheald.com |
How Scott's firm compares
- Eads & Heald Wealth Management's average account is about $1.1 million, from its Form ADV (assets managed divided by 229 accounts).
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Questions about Scott
Is Scott Stewart a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Scott holds no broker registration, and Eads & Heald 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, Eads & Heald Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Scott Stewart based?
Scott Stewart is based in Atlanta, Georgia.
What credentials does Scott Stewart hold?
Scott Stewart holds the CFP and CFA credentials.
Is Scott Stewart registered with the SEC?
Yes. Scott Stewart is registered as an investment adviser representative in GA, NC and TX (CRD 4571128), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Eads & Heald Wealth Management manage?
Eads & Heald Wealth Management reports $240.5M across 229 accounts in assets under management.
How do I contact Scott Stewart?
Through Scott's website, www.eadsheald.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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