Sylvie Scowcroft
The Financial Grove · Cambridge, Massachusetts
Sylvie Scowcroft is a fee-only financial advisor at The Financial Grove in Cambridge, Massachusetts, who holds the CFP credential. Sylvie charges a one-time planning fee and an ongoing planning fee.
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Facts
| Firm | The Financial Grove |
|---|---|
| Based in | Cambridge, Massachusetts |
| Fee model | One-time planning fee · Ongoing planning fee |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $657K across 5 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, MD · CRD 7828946 |
| Exams passed | Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | financialgrove.com |
| Profile |
How Sylvie's firm compares
- The Financial Grove's average account is about $131,000, from its Form ADV (assets managed divided by 5 accounts).
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Questions about Sylvie
Is Sylvie Scowcroft a fee-only financial advisor?
Yes. Sylvie Scowcroft is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Sylvie's firm.
How does Sylvie charge for financial advice?
Sylvie charges a one-time planning fee and an ongoing planning fee.
Does Sylvie work with clients virtually?
Yes. The Financial Grove says on its website that it works with clients remotely.
Where is Sylvie Scowcroft based?
Sylvie Scowcroft is based in Cambridge, Massachusetts.
What credentials does Sylvie Scowcroft hold?
Sylvie Scowcroft holds the CFP credential.
Is Sylvie Scowcroft registered with the SEC?
Yes. Sylvie Scowcroft is registered as an investment adviser representative in MA and MD (CRD 7828946), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does The Financial Grove manage?
The Financial Grove reports $657K across 5 accounts in assets under management.
How do I contact Sylvie Scowcroft?
Through Sylvie's website, financialgrove.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- The Financial Grove website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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