Scott Wardrop
SCW Wealth Management · Carolina Beach, North Carolina
Scott Wardrop is a fee-only financial advisor at SCW Wealth Management in Carolina Beach, North Carolina. Scott focuses on retirement planning, estate & legacy planning and family wealth transfer. SCW Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | SCW Wealth Management |
|---|---|
| Based in | Carolina Beach, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $12M across 53 accounts |
| SEC registration | Investment adviser representative in NC, TX · CRD 2363246 |
| Exams passed | Series 63 (1993) · Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.scwwealthmanagement.com |
| Profile |
How Scott's firm compares
- SCW Wealth Management's average account is about $226,000, from its Form ADV (assets managed divided by 53 accounts).
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Questions about Scott
Is Scott Wardrop a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Scott holds no broker registration, and SCW Wealth Management 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, SCW Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Scott Wardrop based?
Scott Wardrop is based in Carolina Beach, North Carolina.
What does Scott specialize in?
Scott's specialties include retirement planning, estate & legacy planning and family wealth transfer.
Is Scott Wardrop registered with the SEC?
Yes. Scott Wardrop is registered as an investment adviser representative in NC and TX (CRD 2363246), 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 SCW Wealth Management manage?
SCW Wealth Management reports $12M across 53 accounts in assets under management.
How do I contact Scott Wardrop?
Through Scott's website, www.scwwealthmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- SCW Wealth Management 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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