# Scott Terry

> Scott Terry is a fee-only financial advisor at Summit Wealth & Retirement Partners in Eagle, Idaho, who holds the CFP credential. Scott charges a percentage of assets and a one-time planning fee (one-time plans from $2,500) and focuses on retirement planning and tax planning.

Page: https://find.wellspent.co/advisors/scott-terry/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Summit Wealth & Retirement Partners
- **Based in:** Eagle, Idaho
- **Fee model:** Percentage of assets; One-time planning fee
- **Fees (firm's website):** one-time plans from $2,500
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $978.1M across 1,018 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning
- **CRD:** 2009675 (https://adviserinfo.sec.gov/individual/summary/2009675)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (1991)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** http://www.summitwealthandretirement.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Scott holds no broker registration, and Summit Wealth & Retirement Partners 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 and a one-time planning fee.

### How much does Scott charge?

According to Summit Wealth & Retirement Partners's website, checked October 30, 2026: one-time plans from $2,500.

### Where is Scott Terry based?

Scott Terry is based in Eagle, Idaho.

### What does Scott specialize in?

Scott's specialties include retirement planning and tax planning.

### What credentials does Scott Terry hold?

Scott Terry holds the CFP credential.

### Is Scott Terry registered with the SEC?

Yes. Scott Terry is registered as an investment adviser representative in CA (CRD 2009675), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Summit Wealth & Retirement Partners manage?

Summit Wealth & Retirement Partners reports $978.1M across 1,018 accounts in assets under management.

### How do I contact Scott Terry?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2009675): 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
- The firm's website (https://www.summitwealthandretirement.com/): specialties, clients served, and fees, checked October 30, 2026

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