Scott Aaron Fishel
Investment adviser representative at Creative Planning
20 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$295.6BFirm assets
Are you Scott Aaron Fishel? Claim your profile
Contact this firm
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
20 years in the industry.
- Creative Planning, LLCJan 2026 to now
- Ep Wealth AdvisorsJan 2025 to Jan 2026
- Executive Wealth Management, LLCJun 2022 to Jan 2025
- EccMar 2006 to Jun 2022
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (MI).
Creative Planning
Legal name: Creative Planning, LLC
$295.6BAssets managed
100,298Clients
1,151Advisers
43 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
- 7587080
- Firm CRD
- 105348