Scott Whytock
August Wealth Management · Portland, Maine
Scott Whytock is a fee-only financial advisor at August Wealth Management in Portland, Maine, who holds the CFP credential. Scott focuses on retirement planning and estate & legacy planning. August Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | August Wealth Management |
|---|---|
| Based in | Portland, Maine |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $30.4M across 201 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in ME, NH · CRD 3072522 |
| Exams passed | Series 65 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.augustwealthmanagement.com |
| Profile |
How Scott's firm compares
- August Wealth Management's average account is about $151,000, from its Form ADV (assets managed divided by 201 accounts).
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Questions about Scott
Is Scott Whytock a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Scott holds no broker registration, and August 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, August Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Scott Whytock based?
Scott Whytock is based in Portland, Maine.
What does Scott specialize in?
Scott's specialties include retirement planning and estate & legacy planning.
What credentials does Scott Whytock hold?
Scott Whytock holds the CFP credential.
Is Scott Whytock registered with the SEC?
Yes. Scott Whytock is registered as an investment adviser representative in ME and NH (CRD 3072522), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does August Wealth Management manage?
August Wealth Management reports $30.4M across 201 accounts in assets under management.
How do I contact Scott Whytock?
Through Scott's website, www.augustwealthmanagement.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
- August 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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