Carly O'Brien
Wealth Science Advisors · Alpharetta, Georgia
Carly O'Brien is a fee-only financial advisor at Wealth Science Advisors in Alpharetta, Georgia. Wealth Science Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Wealth Science Advisors |
|---|---|
| Based in | Alpharetta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $558.7M across 1,018 accounts |
| SEC registration | Investment adviser representative in GA, TX · CRD 7746749 |
| Exams passed | Series 63 (2025) · Series 65 (2026) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.sportspsychanalytics.com |
How Carly's firm compares
- Wealth Science Advisors's average account is about $549,000, from its Form ADV (assets managed divided by 1,018 accounts).
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Questions about Carly
Is Carly O'Brien a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Carly holds no broker registration, and Wealth Science Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Carly charge for financial advice?
Carly's firm, Wealth Science Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Carly O'Brien based?
Carly O'Brien is based in Alpharetta, Georgia.
Is Carly O'Brien registered with the SEC?
Yes. Carly O'Brien is registered as an investment adviser representative in GA and TX (CRD 7746749), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wealth Science Advisors manage?
Wealth Science Advisors reports $558.7M across 1,018 accounts in assets under management.
How do I contact Carly O'Brien?
Through Carly's website, www.sportspsychanalytics.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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