# Scott Thompson

> Scott Thompson is a fee-only financial advisor at Allium Financial Advisors in Lake Oswego, Oregon. Scott focuses on small business owners, tax planning and estate & legacy planning. Allium Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Allium Financial Advisors
- **Based in:** Lake Oswego, Oregon
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $733.5M across 934 accounts
- **Specialties:** Small business owners, Tax planning, Estate & legacy planning
- **CRD:** 2821414 (https://adviserinfo.sec.gov/individual/summary/2821414)
- **SEC registration:** Investment adviser representative in OR, WA
- **Exams passed:** Series 65 (2022)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** http://www.alliumfinancial.com

## Frequently asked questions

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

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

### Where is Scott Thompson based?

Scott Thompson is based in Lake Oswego, Oregon.

### What does Scott specialize in?

Scott's specialties include small business owners, tax planning and estate & legacy planning.

### Is Scott Thompson registered with the SEC?

Yes. Scott Thompson is registered as an investment adviser representative in OR and WA (CRD 2821414), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Allium Financial Advisors manage?

Allium Financial Advisors reports $733.5M across 934 accounts in assets under management.

### How do I contact Scott Thompson?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2821414): 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.alliumfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

---

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