RBC Capital Markets
46yrs
Top advisor by experience in Frisco
10yrs
Scott Wolfe
Financial advisor at Wells Fargo Advisors
Scott Wolfe has worked in the financial industry for 10 years and is a fiduciary financial advisor based in Frisco, Texas. Scott has been with Wells Fargo Advisors since 2026; before that, Scott spent four years at UBS Financial Services and three years at Citizens Securities. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 808 advisors with offices in Frisco, and one of 767 fiduciaries.
At a glance
Experience10 years (since 2017)
How that compares ?10 years in the industry
Office17 Cowboys Way Suite 500, Frisco, TX 75034
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther 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
- May 2026 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2022 – 2026UBS Financial Services Inc.Previously
- 2018 – 2021Citizens Securities, Inc.Previously
- Mar 2017 – Jan 2018MerrillPreviously
Contact Scott
Local office(972) 712-4500Ask for Scott. (314) 875-3000Main office · St. Louis, MO 17 Cowboys Way Suite 500Frisco, TX 75034Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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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
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About Scott
How do I contact Scott?
Call Scott’s local office at (972) 712-4500 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Scott Wolfe.
How long has Scott been a financial advisor?
Scott has been in the industry since 2017, about 10 years. 10 years in the industry.
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?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. 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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