Scott Wilson
Heritage Investors Management · Bethesda, Maryland
Scott Wilson is a fee-only financial advisor at Heritage Investors Management in Bethesda, Maryland, who holds the CFA credential. Scott focuses on family wealth transfer. Heritage Investors Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
- Ultra high net worth
Facts
| Firm | Heritage Investors Management |
|---|---|
| Based in | Bethesda, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $4.63B across 1,465 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MD, TX · CRD 5045297 |
| Exams passed | Series 63 (2006) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | www.heritageinvestors.com |
| Profile |
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Questions about Scott
Is Scott Wilson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Scott holds no broker registration, and Heritage Investors 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, Heritage Investors Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Scott Wilson based?
Scott Wilson is based in Bethesda, Maryland.
What does Scott specialize in?
Scott's specialties include family wealth transfer. Scott works with multi-generational families and ultra high net worth.
What credentials does Scott Wilson hold?
Scott Wilson holds the CFA credential.
Is Scott Wilson registered with the SEC?
Yes. Scott Wilson is registered as an investment adviser representative in MD and TX (CRD 5045297), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Heritage Investors Management manage?
Heritage Investors Management reports $4.63B across 1,465 accounts in assets under management.
How do I contact Scott Wilson?
Through Scott's website, www.heritageinvestors.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
- Heritage Investors 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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