# Scott Van Epps

> Scott Van Epps is a fee-only financial advisor at Process Wealth in Roseville, California. Process Wealth reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/scott-van-epps/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Process Wealth
- **Based in:** Roseville, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $13.5M across 26 accounts
- **CRD:** 2513960 (https://adviserinfo.sec.gov/individual/summary/2513960)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (1994), Series 65 (2025)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.processwealth.com/

## Frequently asked questions

### Is Scott Van Epps a fee-only financial advisor?

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

### Where is Scott Van Epps based?

Scott Van Epps is based in Roseville, California.

### Is Scott Van Epps registered with the SEC?

Yes. Scott Van Epps is registered as an investment adviser representative in CA and TX (CRD 2513960), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Process Wealth manage?

Process Wealth reports $13.5M across 26 accounts in assets under management.

### How do I contact Scott Van Epps?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2513960): 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

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