# Scott Theodorson

> Scott Theodorson is a fee-only financial advisor at VergePointe in Lake Oswego, Oregon, who holds the CFP credential. Scott focuses on real estate investors. VergePointe reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** VergePointe
- **Based in:** Lake Oswego, Oregon
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $283.3M across 215 accounts
- **Credentials:** CFP
- **Specialties:** Real estate investors
- **Works with:** Founders, Ultra high net worth
- **CRD:** 2165033 (https://adviserinfo.sec.gov/individual/summary/2165033)
- **SEC registration:** Investment adviser representative in OR, TX
- **Exams passed:** Series 63 (1991)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://vergepointe.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Scott holds no broker registration, and VergePointe 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, VergePointe, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Scott Theodorson based?

Scott Theodorson is based in Lake Oswego, Oregon.

### What does Scott specialize in?

Scott's specialties include real estate investors. Scott works with founders and ultra high net worth.

### What credentials does Scott Theodorson hold?

Scott Theodorson holds the CFP credential.

### Is Scott Theodorson registered with the SEC?

Yes. Scott Theodorson is registered as an investment adviser representative in OR and TX (CRD 2165033), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does VergePointe manage?

VergePointe reports $283.3M across 215 accounts in assets under management.

### How do I contact Scott Theodorson?

Through Scott's website, vergepointe.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2165033): 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.vergepointe.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.