Wells Fargo Advisors
45yrs
Top 1% by experience in Exton
16yrs
Scott Shellhamer
Financial advisor at EP Wealth Advisors
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 61% of advisors at EP Wealth Advisors
Office7 Dowlin Forge Rd., Exton, PA 19341
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through EP Wealth Advisors
Financial planningInvestment management for individuals and small businessesInvestment 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.
Uniform Combined State Law Examination
Career
- 2023 – nowEP Wealth AdvisorsCurrent firm
- 2012 – 2022Warren Financial ServicePreviously
- Jun 2010 – Mar 2012BNY Mellon Advisors, Inc.Previously
Questions to ask Scott
Tailored to Scott’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Scott
How do I contact Scott?
Call EP Wealth Advisors at 310-543-4559 and ask for Scott Shellhamer. Scott works from the Exton, PA office.
How long has Scott been a financial advisor?
Scott has been in the industry since 2010, about 16 years. More experience than 61% of advisors at EP Wealth Advisors.
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?
EP Wealth Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Scott for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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