# Shaun Scott

> Shaun Scott is a fee-only financial advisor at Old Forge Wealth Management in Warwick, Rhode Island. Shaun focuses on retirement planning, estate & legacy planning and tax planning. Old Forge Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/shaun-scott/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Old Forge Wealth Management
- **Based in:** Warwick, Rhode Island
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $99M across 467 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Small business owners
- **CRD:** 1907367 (https://adviserinfo.sec.gov/individual/summary/1907367)
- **SEC registration:** Investment adviser representative in FL, MA, NE, RI, TX
- **Exams passed:** Series 63 (1989), Series 65 (1997)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://oldforgewealth.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Shaun holds no broker registration, and Old Forge Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Shaun charge for financial advice?

Shaun's firm, Old Forge Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Shaun Scott based?

Shaun Scott is based in Warwick, Rhode Island.

### What does Shaun specialize in?

Shaun's specialties include retirement planning, estate & legacy planning, tax planning and small business owners.

### Is Shaun Scott registered with the SEC?

Yes. Shaun Scott is registered as an investment adviser representative in FL, MA, NE, RI and TX (CRD 1907367), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Old Forge Wealth Management manage?

Old Forge Wealth Management reports $99M across 467 accounts in assets under management.

### How do I contact Shaun Scott?

Through Shaun's website, oldforgewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1907367): 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
- The firm's website (https://oldforgewealth.com/): specialties, clients served, and fees, checked October 30, 2026

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