Scott Ashley Hadley
Advisor at CWM, LLC — Crossville, TN
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
27 years
Location
Crossville, TN
CWM, LLC
Enterprise
Scott Hadley is a financial advisor at CWM, LLC with 27 years of industry experience. His prior roles include positions at Silverhawk Private Wealth, Silverhawk Asset Management Services, and Independent Financial Group, as well as operating his own sole proprietorship. He holds Series 63 and Series 65 licenses. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm employs discretionary portfolio management using model portfolios and combines various analytical approaches, third-party sub-advisors, and customization tools, with a particular focus on retirement plan services and fiduciary processes.
Based on CWM, LLC
Based on CWM, LLC
fixed fee for financial planning services ranging from $500 to $25,000 or more; flat-dollar annual fee for investment management services (billed quarterly in advance)
$0+: up to 2.50% annually $0+: up to 1.00% for sub-advisory services $0+: up to 2.00% annually for Variable Sub-Account Management Services $0+: 0.20% asset-based fee for True Wealth Financial Planning Program (minimum $3,500)
up to $500 per hour for financial planning services
Crossville, TN
Crossville TN
Advisors at this office
1
Arizona · Tennessee · Texas
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
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Is not active or affiliated with:
Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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