Shaun Scott
Old Forge Wealth Management · Warwick, Rhode Island
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.
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Specialties
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 |
| Assets under management | $99M across 467 accounts |
| SEC registration | Investment adviser representative in FL, MA, NE, RI, TX · CRD 1907367 |
| Exams passed | Series 63 (1989) · Series 65 (1997) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | oldforgewealth.com |
| Profile |
How Shaun's firm compares
- Old Forge Wealth Management's average account is about $212,000, from its Form ADV (assets managed divided by 467 accounts).
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Questions about Shaun
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Rhode Island
Other advisors in Rhode Island who focus on retirement planning
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
- Old Forge Wealth 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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