Walled Lake Planning & Wealth Management
45yrs
Top advisor by experience in Highland Park
27yrs
Scott Marshall has worked in the financial industry for 27 years and is a fiduciary financial advisor based in Highland Park, Illinois. After seven years at Fidelity Personal and Workplace Advisors, Scott joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Strategic Advisers reports being paid through a percentage of assets and flat fees.
One of 117 advisors with offices in Highland Park, and one of 109 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 5% by experience at Strategic Advisers
Office1 Skokie Valley Road, Highland Park, IL 60035
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2000 – 2018Strategic Advisers LLCPreviously
Contact Scott
(617) 563-7000Firm headquarters in Boston, MA. Ask for Scott. 1 Skokie Valley RoadHighland Park, IL 60035Office · Get directions
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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?
- 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?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Scott
How do I contact Scott?
Call Strategic Advisers at (617) 563-7000 and ask for Scott Marshall. Scott works from the Highland Park, IL office.
How long has Scott been a financial advisor?
Scott has been in the industry since 1999, about 27 years. Top 5% by experience at Strategic Advisers.
What licenses does Scott hold?
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?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. 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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