# Scott Wallace

> Scott Wallace is a fee-only financial advisor at Thrifty Scotty Financial in Round Rock, Texas, who holds the CFP credential. Scott charges an ongoing planning fee and focuses on retirement planning, estate & legacy planning and tax planning.

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

## Facts

- **Firm:** Thrifty Scotty Financial
- **Based in:** Round Rock, Texas
- **Fee model:** Ongoing planning fee
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $4.1M across 11 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 6389750 (https://adviserinfo.sec.gov/individual/summary/6389750)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2016), Series 65 (2014)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://thriftyscotty.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Scott holds no broker registration, and Thrifty Scotty Financial 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 an ongoing planning fee.

### Does Scott work with clients virtually?

Yes. Thrifty Scotty Financial says on its website that it works with clients remotely.

### Where is Scott Wallace based?

Scott Wallace is based in Round Rock, Texas.

### What does Scott specialize in?

Scott's specialties include retirement planning, estate & legacy planning and tax planning.

### What credentials does Scott Wallace hold?

Scott Wallace holds the CFP credential.

### Is Scott Wallace registered with the SEC?

Yes. Scott Wallace is registered as an investment adviser representative in TX (CRD 6389750), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Thrifty Scotty Financial manage?

Thrifty Scotty Financial reports $4.1M across 11 accounts in assets under management.

### How do I contact Scott Wallace?

Through Scott's website, thriftyscotty.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6389750): 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://thriftyscotty.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.