user avatar

Scott Ashley Hadley

Advisor at Carson Wealth — Crossville, TN

Updated today

Credentials

Series 63, Series 65

Experience

27 years

Location

Crossville, TN

Carson Wealth logo

Carson Wealth

Enterprise

Total advisors

656

Across 225 offices

Clients per advisor

80 High

Avg AUM per client

$875,860 High

HNW client ratio

14% Typical

About

Scott Hadley is a financial advisor with Carson Wealth, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Silverhawk Private Wealth, Silverhawk Asset Management Services, Independent Financial Group, and his own sole proprietorship. He also has involvement in insurance sales through Silverhawk Insurance Services. Carson Wealth is an SEC-registered investment adviser with an enterprise platform managing approximately $50.6 billion through over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients, offering discretionary asset management, financial planning, and retirement plan services supported by a centralized Investment Committee and a wide range of tailored portfolio solutions.

Client services

Based on Carson Wealth

Financial planning Portfolio management Selection of other advisers
Sub-advisory services for other investment advisory firms

Expertise

Based on Carson Wealth

Wealth management Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Options & derivatives strategies

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Fixed fees for financial planning from $500 minimum up to $25,000 or more depending on complexity; flat annual investment management fees also available, billed quarterly in advance.

Percentage

$0+: up to 2.50% $0+: up to 2.00% (Variable Sub-Account Management Services) $50,000+: additional fee charged by iCapital $50,000+: additional fee charged by Orion Custom Indexing $10,000+: 55ip without tax management services $50,000+: 55ip with tax management services

Commissions

Investment advisor representatives may receive commissions as registered representatives for brokerage and insurance product sales, separate from advisory fees.

Project-based

Hourly fee up to $500 per hour for financial planning services depending on complexity.

Other

Fee-only: Hourly fees up to $500/hour; fixed fees from $500 up to $25,000 or more; True Wealth Plans fee 0.20% of assets with $3,500 minimum, discounted to 0.10% if assets transferred within 6 months.

Location

See office

Crossville, TN

Crossville TN

Advisors at this office

1

Most active in

Arizona · Tennessee · Texas

Work history

27 years of industry experience

CWM, LLC

2023 - Present • 3 years

Omaha, NE

Silverhawk Private Wealth

2023 - Present • 3 years

Scottsdale, AZ

Silverhawk Asset Management Services, LLC

2021 - 2024 • 3 years

Fairfield Glade, TN

Silverhawk Asset Management Services, LLC

2017 - 2021 • 4 years

Portola Hills, CA

Silverhawk Insurance Services, LLC

2017 - 2021 • 4 years

Portola Hills, CA

Independent Financial Group, LLC

2011 - 2017 • 6 years

San Diego, CA

Scott A. Hadley, Sole Proprietor

1998 - 2017 • 19 years

Portola Hills, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Ronn C

Series 66

Crossville, TN

North Pointe Financial Advisors, Inc

Ronn Christensen is a financial advisor with North Pointe Financial Advisors, Inc. in Crossville, TN. He holds the Series 66 designation and has 16 years of industry experience. Prior to founding North Pointe in 2012, he worked with various insurance carriers for W & R Insurance Agencies and also owns Black Diamond Marketing, an advertising agency based in Crystal Lake, IL. North Pointe Financial Advisors provides portfolio management and financial planning services to individuals, trusts, estates, and small businesses. The firm employs a non-discretionary investment approach using computer-modeled mutual fund portfolios, offering clients a range of strategies from Conservative Income to Aggressive Growth.

General retirement planning General tax planning General estate planning guidance
user avatar

Jordan W

Series 65

Crossville, TN

Witt Financial Group, LLC

Jordan Witt is a financial advisor at Witt Financial Group, LLC in Crossville, TN, with 11 years of industry experience. He holds a Series 65 designation and has been with Witt Financial Group since 2014. Witt is also a licensed insurance agent and receives commissions in that capacity. Witt Financial Group provides investment advisory and financial planning services primarily to individuals, including high-net-worth clients, and pension plans. The firm manages over $154 million in client assets and is known for its educational seminars and workshops, as well as its approach of directing client assets to third-party managers while offering tailored investment policy statements.

College savings (529s, UTMA, etc.)
user avatar

Jackson E

Series 65

Crossville, TN

Witt Financial Group, LLC

Jackson Eldridge is a financial advisor with Witt Financial Group, LLC in Crossville, TN. He holds a Series 65 designation and has one year of industry experience. Prior to joining Witt Financial Group, he worked at RW Baird and served in roles at the Knox County Clerk and the TAD Center. Witt Financial Group advises individuals, high-net-worth households, and select pension plans by providing portfolio management through sub-adviser selection and oversight, along with standalone financial planning services. The firm’s approach emphasizes matching clients with third-party money managers and offering educational seminars on various financial topics.

College savings (529s, UTMA, etc.)
user avatar

Hobert W

Series 63

Crossville, TN

Witt Financial Group, LLC

Hobert Witt is a financial advisor at Witt Financial Group, LLC, with 24 years of industry experience. He has held his current position since 2003, following a brief tenure at Wealth Financial Advisory Services, LLC. Witt holds a Series 63 designation. Witt Financial Group provides portfolio management and financial planning services primarily to individuals, high-net-worth households, and select pension plans. The firm focuses on selecting and overseeing third-party money managers and offers educational seminars and workshops on financial topics.

College savings (529s, UTMA, etc.)
user avatar

Glenn S

Series 65

Crossville, TN

Mpm Wealth Advisors

Glenn Seabolt is a Series 65 licensed advisor with MPM Wealth Advisors, based in Crossville, TN, and has 20 years of industry experience. He has been with Modern Portfolio Management since 2005. MPM Wealth Advisors provides investment advisory and financial planning services to individuals, pension and employee benefit plans, trusts, and other entities. The firm emphasizes diversified portfolios using low-expense mutual funds and ETFs, guided by client suitability and risk profiles, and manages over $1 billion in assets.

General retirement planning ESG / Sustainable investing Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
user avatar

Christopher P

CFP®, Series 66

Crossville, TN

Core Planning

Christopher Peterson is a CFP® professional with 19 years of industry experience. He has worked at Core Planning, LLC since 2025 and previously operated Peterson Wealth Advisory, LLC for 18 years, as well as a one-year tenure at Merrill. Core Planning is a multi-team firm providing fee-only financial planning and wealth management primarily for individual and high-net-worth clients, offering services that include discretionary and non-discretionary portfolio management as well as ERISA 3(21) retirement-plan advisory. The firm uses model portfolios and automated rebalancing tools to tailor investment strategies based on client objectives and risk tolerance.

Retirement income strategy
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)