Scott Williams
Investmark Advisory Group · Shelton, Connecticut
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.
Request an introduction to Scott →
Facts
| Firm | Investmark Advisory Group |
|---|---|
| Based in | Shelton, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $929.7M across 2,048 accounts |
| SEC registration | Investment adviser representative in CT · CRD 5125568 |
| Exams passed | Series 65 (2025) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.investmark.net |
| Profile |
How Scott's firm compares
- Investmark Advisory Group's average account is about $454,000, from its Form ADV (assets managed divided by 2,048 accounts).
Request an introduction to Scott
Tell Scott a little about what you're looking for. Scott isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Scott
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.
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
- 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.
See something wrong? Request a correction. Read our methodology.