Wesley Ursick
Scsc Advisors · Rancho Santa Fe, California
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.
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Facts
| Firm | Scsc Advisors |
|---|---|
| Based in | Rancho Santa Fe, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $158.0M across 131 accounts |
| SEC registration | Investment adviser representative in CA, CO, TX · CRD 2467654 |
| Exams passed | Series 63 (1994) · Series 65 (1996) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.scscadvisors.com |
How Wesley's firm compares
- Scsc Advisors's average account is about $1.2 million, from its Form ADV (assets managed divided by 131 accounts).
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Questions about Wesley
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Rancho Santa Fe
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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