# Scott Williams

> Scott Williams is a fee-only financial advisor at Clutinger Williams & Verhoye in San Diego, California, who holds the CFP and CFA credentials. Clutinger Williams & Verhoye reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** Clutinger Williams & Verhoye
- **Based in:** San Diego, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $190.2M across 242 accounts
- **Credentials:** CFP, CFA
- **CRD:** 2093970 (https://adviserinfo.sec.gov/individual/summary/2093970)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (1990)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.cwvinvestmentadvisors.com

## 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 Clutinger Williams & Verhoye 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, Clutinger Williams & Verhoye, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Scott Williams based?

Scott Williams is based in San Diego, California.

### What credentials does Scott Williams hold?

Scott Williams holds the CFP and CFA credentials.

### Is Scott Williams registered with the SEC?

Yes. Scott Williams is registered as an investment adviser representative in CA (CRD 2093970), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Clutinger Williams & Verhoye manage?

Clutinger Williams & Verhoye reports $190.2M across 242 accounts in assets under management.

### How do I contact Scott Williams?

Through Scott's website, www.cwvinvestmentadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2093970): 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

---

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