Scott Van Epps
Process Wealth · Roseville, California
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.
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Facts
| Firm | Process Wealth |
|---|---|
| Based in | Roseville, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $13.5M across 26 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 2513960 |
| Exams passed | Series 63 (1994) · Series 65 (2025) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.processwealth.com |
How Scott's firm compares
- Process Wealth's average account is about $521,000, from its Form ADV (assets managed divided by 26 accounts).
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Questions about Scott
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Roseville
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
- 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.
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