# Scott Williams

> Scott Williams is a fee-only financial advisor at Investmark Advisory Group in Shelton, Connecticut. Investmark Advisory Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/scott-williams-5125568/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Investmark Advisory Group
- **Based in:** Shelton, Connecticut
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $929.7M across 2,048 accounts
- **CRD:** 5125568 (https://adviserinfo.sec.gov/individual/summary/5125568)
- **SEC registration:** Investment adviser representative in CT
- **Exams passed:** Series 65 (2025)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** http://www.investmark.net

## Frequently asked questions

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

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

### Where is Scott Williams based?

Scott Williams is based in Shelton, Connecticut.

### Is Scott Williams registered with the SEC?

Yes. Scott Williams is registered as an investment adviser representative in CT (CRD 5125568), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Investmark Advisory Group manage?

Investmark Advisory Group reports $929.7M across 2,048 accounts in assets under management.

### How do I contact Scott Williams?

Through Scott's website, www.investmark.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5125568): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.