Scott Terry
Summit Wealth & Retirement Partners · Eagle, Idaho
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.
Request an introduction to Scott →
Specialties
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 |
| Assets under management | $978.1M across 1,018 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 2009675 |
| Exams passed | Series 63 (1991) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.summitwealthandretirement.com |
How Scott's firm compares
- A one-time plan starts at $2,500, above the US median of $2,000 for fee-only firms that publish prices.
- Summit Wealth & Retirement Partners's average account is about $961,000, from its Form ADV (assets managed divided by 1,018 accounts).
Request an introduction to Scott
Tell Scott a little about what you're looking for. Scott isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Scott
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.
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
- Summit Wealth & Retirement Partners 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.
See something wrong? Request a correction. Read our methodology.