Scott Wallace
Thrifty Scotty Financial · Round Rock, Texas
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.
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Specialties
Facts
| Firm | Thrifty Scotty Financial |
|---|---|
| Based in | Round Rock, Texas |
| Fee model | Ongoing planning fee |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $4.1M across 11 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 6389750 |
| Exams passed | Series 63 (2016) · Series 65 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | thriftyscotty.com |
How Scott's firm compares
- Thrifty Scotty Financial's average account is about $369,000, from its Form ADV (assets managed divided by 11 accounts).
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Questions about Scott
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Round Rock
Other advisors in Texas who focus on retirement planning
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
- Thrifty Scotty Financial website : specialties, clients served, and fees, checked October 30, 2026
- 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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