# Alex Caswell

> Alex Caswell is a fee-only financial advisor at Wealth Script Advisors in San Francisco, California, who holds the CFP, CFA 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.

Page: https://find.wellspent.co/advisors/alex-caswell/
Built from public directory listings; last checked April 21, 2026.

## 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 (firm):** $121.4M across 187 accounts
- **Credentials:** CFP, CFA, EA
- **Specialties:** Equity compensation, Tax planning, Estate & legacy planning, Real estate investors
- **Works with:** Executives, High earners
- **Firm size:** 2 employees
- **Website:** http://mywealthscript.com

## Frequently asked questions

### Is Alex Caswell a fee-only financial advisor?

Yes. Alex Caswell is listed in the XY Planning Network directory (XYPN members are fee-only).

### 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 based?

Alex Caswell 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 hold?

Alex Caswell holds the CFP, CFA and EA credentials.

### 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?

Through Alex's website, mywealthscript.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/alex-caswell-caswell-yatsenko-66966): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://mywealthscript.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.