Scott Alan Bacon
Investment adviser representative at Charter Wealth Management
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$195.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Charter Wealth Management, Inc.Jan 2017 to now
- Compass Surgical Partners, LLCApr 2016 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (NC).
Charter Wealth Management
Legal name: Charter Wealth Management, Inc.
$195.6MAssets managed
108Clients
4Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6041063
- Firm CRD
- 162299