Alex Caswell
Wealth Script Advisors · San Francisco, California
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.
Request an introduction to Alex →
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 | CFP · CFA · EA |
| Firm size | 2 employees |
| 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).
Request an introduction to Alex
Tell Alex a little about what you're looking for. Alex isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Alex
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- 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.
See something wrong? Request a correction. Read our methodology.