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Advisor

Scott Weber

Wealthlynk · Fallbrook, California

Scott Weber is a fee-only financial advisor at Wealthlynk in Fallbrook, California. Wealthlynk reports charging a percentage of assets on its Form ADV.

Percentage of assets Fee-only

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Facts

FirmWealthlynk
Based in Fallbrook, California
Fee model (firm's Form ADV)Percentage of assets
Assets under management$112.0M across 178 accounts
SEC registration Investment adviser representative in CA · CRD 5056961
Exams passedSeries 66 (2006)
Firm size1 employee
Disclosures None reported
Websitenextdoor.com/page/wealthlynk-inc-fallbrook-ca?utm_campaign=1766426192002&share_action_id=6d36bd6e-903a-4f49-9389-869df2c
LinkedInProfile

How Scott's firm compares

  • Wealthlynk's average account is about $629,000, from its Form ADV (assets managed divided by 178 accounts).

What fee-only advisors charge in California

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Questions about Scott

Is Scott Weber a fee-only financial advisor?

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

Where is Scott Weber based?

Scott Weber is based in Fallbrook, California.

Is Scott Weber registered with the SEC?

Yes. Scott Weber is registered as an investment adviser representative in CA (CRD 5056961), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Wealthlynk manage?

Wealthlynk reports $112.0M across 178 accounts in assets under management.

How do I contact Scott Weber?

Through Scott's website, nextdoor.com/page/wealthlynk-inc-fallbrook-ca?utm_campaign=1766426192002&share_action_id=6d36bd6e-903a-4f49-9389-869df2c.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Other fee-only advisors in Fallbrook

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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