Terrence Scroggin
MSP Wealth Management · Klamath Falls, Oregon
Terrence Scroggin is a fee-only financial advisor at MSP Wealth Management in Klamath Falls, Oregon. Terrence focuses on retirement planning, estate & legacy planning and tax planning. MSP Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | MSP Wealth Management |
|---|---|
| Based in | Klamath Falls, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $228.5M across 872 accounts |
| SEC registration | Investment adviser representative in OR, TX · CRD 4583317 |
| Exams passed | Series 66 (2002) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.mspwealth.com |
How Terrence's firm compares
- MSP Wealth Management's average account is about $262,000, from its Form ADV (assets managed divided by 872 accounts).
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Questions about Terrence
Is Terrence Scroggin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Terrence holds no broker registration, and MSP Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Terrence charge for financial advice?
Terrence's firm, MSP Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Terrence Scroggin based?
Terrence Scroggin is based in Klamath Falls, Oregon.
What does Terrence specialize in?
Terrence's specialties include retirement planning, estate & legacy planning and tax planning.
Is Terrence Scroggin registered with the SEC?
Yes. Terrence Scroggin is registered as an investment adviser representative in OR and TX (CRD 4583317), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does MSP Wealth Management manage?
MSP Wealth Management reports $228.5M across 872 accounts in assets under management.
How do I contact Terrence Scroggin?
Through Terrence's website, www.mspwealth.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
- MSP 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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