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Scott Ashley Hadley

Advisor at CWM, LLC — Crossville, TN

Updated today

Credentials

Series 63, Series 65

Experience

27 years

Location

Crossville, TN

CWM, LLC logo

CWM, LLC

Enterprise

Total advisors

647

Across 217 offices

Clients per advisor

81 High

Avg AUM per client

$875,860 High

HNW client ratio

14% Typical

About

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.

Client services

Based on CWM, LLC

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

Expertise

Based on CWM, LLC

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on CWM, LLC

Founder/Business Owner Executive

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Fee options

Fixed

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)

Percentage

$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)

Project-based

up to $500 per hour for financial planning services

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 the sole advisor at North Pointe Financial Advisors, Inc, a state-registered independent firm. He holds a Series 66 designation and has 15 years of industry experience. Prior to founding North Pointe Financial Advisors in 2012, he worked with various insurance carriers at W & R Insurance Agencies and has operated Black Diamond Marketing, an advertising agency, since 1999. North Pointe Financial Advisors provides portfolio management and financial planning services to individuals, trusts, estates, and small businesses. The firm employs model-based portfolio management focusing on five mutual-fund model portfolios and primarily uses a non-discretionary management approach, with accounts reviewed monthly and clients met at least annually.

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 financial advisor with 19 years of industry experience. He has been with Modern Portfolio Management since 2005. Glenn is based in Crossville, TN, and works as part of MPM Wealth Advisors. MPM Wealth Advisors is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and business entities. The firm employs a Modern Portfolio Theory-based approach with diversified allocations across multiple asset classes, utilizing managed accounts, model portfolios, and financial planning services delivered by a team of about 20 advisors.

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® with 19 years of industry experience. He has been with Peterson Wealth Advisory, LLC since 2008 and joined Core Planning in 2025. Core Planning provides fee-only financial planning and wealth management services primarily to individual and high-net-worth clients, as well as ERISA 3(21) advisory services for qualified retirement plans. The firm utilizes third-party model portfolios and automated rebalancing tools to support portfolio management while tailoring strategies to client objectives and risk tolerance.

Retirement income strategy
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