Allworth Financial
47yrs
Top advisor by experience in Folsom
35yrs
Based in Folsom, California, Scott Ebert is a fiduciary financial advisor with 35 years of industry experience. Scott has been with Allworth Financial since 2019; before that, Scott spent a year at Bancwest Investment Services and less than a year at Schwab Wealth Advisory. Scott holds the CFP® designation.
One of 329 advisors with offices in Folsom, and one of 282 fiduciaries.
At a glance
Experience35 years (since 1991)
How that compares ?Top 7% by experience in California
Office340 Palladio Parkway. Suite 501, Folsom, CA 95630
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$1.12 million
Advisors at the firm319
States licensed ?1 state
Services through Allworth Financial
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowAllworth Financial, L.P.Current firm
- Dec 2018 – Aug 2019Bancwest Investment Services, Inc.Previously
- Sep 2012 – Sep 2012Schwab Wealth Advisory, Inc.Previously
- Jan 2012 – Feb 2012Schwab Wealth Advisory, Inc.Previously
- 2006 – 2017Charles Schwab & CO., Inc.Previously
Contact Scott
Local office(916) 357-5287Ask for Scott. (916) 482-2196Main office 340 Palladio Parkway. Suite 501Folsom, CA 95630Office · Get directions Firm websiteallworthfinancial.com
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Questions to ask Scott
Tailored to Scott’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Scott
How do I contact Scott?
Call Scott’s local office at (916) 357-5287 or the Allworth Financial main office at (916) 482-2196, and ask for Scott Ebert.
How long has Scott been a financial advisor?
Scott has been in the industry since 1991, about 35 years. Top 7% by experience in California.
What licenses does Scott hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Scott a fiduciary?
Scott is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Scott paid?
Allworth Financial reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Scott for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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