# Wesley Ursick

> Wesley Ursick is a fee-only financial advisor at Scsc Advisors in Rancho Santa Fe, California. Scsc Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/wesley-ursick/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Scsc Advisors
- **Based in:** Rancho Santa Fe, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $158.0M across 131 accounts
- **CRD:** 2467654 (https://adviserinfo.sec.gov/individual/summary/2467654)
- **SEC registration:** Investment adviser representative in CA, CO, TX
- **Exams passed:** Series 63 (1994), Series 65 (1996)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.scscadvisors.com

## Frequently asked questions

### Is Wesley Ursick a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Wesley holds no broker registration, and Scsc Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Wesley charge for financial advice?

Wesley's firm, Scsc Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Wesley Ursick based?

Wesley Ursick is based in Rancho Santa Fe, California.

### Is Wesley Ursick registered with the SEC?

Yes. Wesley Ursick is registered as an investment adviser representative in CA, CO and TX (CRD 2467654), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Scsc Advisors manage?

Scsc Advisors reports $158.0M across 131 accounts in assets under management.

### How do I contact Wesley Ursick?

Through Wesley's website, www.scscadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2467654): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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