Alex Caswell-Yatsenko
Wealth Script Advisors · San Francisco, California
Alex Caswell-Yatsenko is a fee-only financial advisor at Wealth Script Advisors in San Francisco, California, who holds the CFA, CFP and EA credentials. Alex charges a percentage of assets, a flat fee or retainer and an ongoing planning fee (ongoing planning from $15,000 a year and 1% a year on the first tier of assets managed) and focuses on equity compensation, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Executives
- High earners
Facts
| Firm | Wealth Script Advisors |
|---|---|
| Based in | San Francisco, California |
| Fee model | Percentage of assets · Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $15,000 a year · 1% a year on the first tier of assets managed · A $1,500,000 asset minimum |
| Assets under management | $121.4M across 187 accounts |
| Credentials | CFA · CFP · EA |
| SEC registration | Investment adviser representative in CA, TX · CRD 5828804 |
| Exams passed | Series 63 (2013) · Series 66 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | mywealthscript.com |
| Profile |
How Alex's firm compares
- Ongoing planning starts at $15,000 a year, above the California median of $6,000 for fee-only firms that publish prices.
- Wealth Script Advisors's average account is about $649,000, from its Form ADV (assets managed divided by 187 accounts).
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Questions about Alex
Is Alex Caswell-Yatsenko a fee-only financial advisor?
Yes. Alex Caswell-Yatsenko is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Alex's firm.
How does Alex charge for financial advice?
Alex charges a percentage of assets, a flat fee or retainer and an ongoing planning fee.
How much does Alex charge?
According to Wealth Script Advisors's website, checked October 28, 2026: ongoing planning from $15,000 a year; 1% a year on the first tier of assets managed; a $1,500,000 asset minimum.
Where is Alex Caswell-Yatsenko based?
Alex Caswell-Yatsenko is based in San Francisco, California.
What does Alex specialize in?
Alex's specialties include equity compensation, tax planning, estate & legacy planning and real estate investors. Alex works with executives and high earners.
What credentials does Alex Caswell-Yatsenko hold?
Alex Caswell-Yatsenko holds the CFA, CFP and EA credentials.
Is Alex Caswell-Yatsenko registered with the SEC?
Yes. Alex Caswell-Yatsenko is registered as an investment adviser representative in CA and TX (CRD 5828804), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Wealth Script Advisors manage?
Wealth Script Advisors reports $121.4M across 187 accounts in assets under management.
How do I contact Alex Caswell-Yatsenko?
Through Alex's website, mywealthscript.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Wealth Script Advisors website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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