Scott Swartz
AndersonLane Associates · Needham, Massachusetts
Scott Swartz is a fee-only financial advisor at AndersonLane Associates in Needham, Massachusetts, who holds the CFP credential. Scott charges a percentage of assets (0.85% a year on the first tier of assets managed) and focuses on tax planning, estate & legacy planning and sustainable & impact investing.
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Specialties
Who they serve
- Executives
- Early-career professionals
- Retirees
- Mid-life transitions
Facts
| Firm | AndersonLane Associates |
|---|---|
| Based in | Needham, Massachusetts |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.85% a year on the first tier of assets managed |
| Assets under management | $50.9M across 128 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 5346879 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.andersonlanewm.com |
| Profile |
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Questions about Scott
Is Scott Swartz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Scott holds no broker registration, and AndersonLane Associates 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 charges a percentage of assets.
How much does Scott charge?
According to AndersonLane Associates's website, checked October 30, 2026: 0.85% a year on the first tier of assets managed.
Where is Scott Swartz based?
Scott Swartz is based in Needham, Massachusetts.
What does Scott specialize in?
Scott's specialties include tax planning, estate & legacy planning, sustainable & impact investing and retirement planning. Scott works with executives, early-career professionals, retirees and mid-life transitions.
What credentials does Scott Swartz hold?
Scott Swartz holds the CFP credential.
Is Scott Swartz registered with the SEC?
Yes. Scott Swartz is registered as an investment adviser representative in MA (CRD 5346879), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does AndersonLane Associates manage?
AndersonLane Associates reports $50.9M across 128 accounts in assets under management.
How do I contact Scott Swartz?
Through Scott's website, www.andersonlanewm.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
- AndersonLane Associates 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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