Advisor at August Wealth Management
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Firm
August Wealth Management
Location
Portland, ME 04101
Credentials
CFP®, Series 65
Industry experience
19 years
Scott Whytock is a CFP® professional with 19 years of experience in financial advising. He is the principal of August Wealth Management, an independent firm based in Portland, ME. His prior roles include work at J. Murphy Asset and Tax Management and managing residential real estate development through Blended Properties, LLC. August Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and other business entities by providing discretionary portfolio management and comprehensive financial planning. The firm employs a blend of fundamental, technical, and cyclical analysis to guide security selection and focuses on long-term, capital preservation-oriented strategies.
Based on August Wealth Management
$0 - $500,000: 1.25% annually $500,001 - $1,000,000: 1.00% annually Over $1,000,000+: 0.75% annually
$150 per hour, or negotiated rate
66 Pearl Street, Suite 310
Portland, ME 04101
Maine · New Hampshire
J. Murphy Asset And Tax Management
2023 - Present (3 years)
1728 Washington, Llc
2019 - 2020 (1 year)
Blended Properties, Llc
2019 - Present (7 years)
Zeiders Enterprises
2012 - 2018 (6 years)
August Wealth Management, Llc
2010 - Present (16 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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