Wealth Science Advisors

Wealth Science Advisors at a glance

• One of 307 fee-only firms based in Georgia in the Wellspent graph.
• 9 advisors are listed here; 4 of 9 hold the CFP.
• Its Form ADV reports 9 employees and 273 individual clients, 138 of them high net worth.
• Its average account is about $549,000 (assets it manages divided by its 1,018 accounts).

Fee-only advisors in Georgia · What fee-only advisors charge in Georgia

Facts

Wealth Science Advisors fees

Wealth Science Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (9)

• Carly O'Brien

• Colby Wheeler

• Connor Jones

  CFP

• Elizabeth Hamilton-Walker

• James Exley

  CFP

• Natalie Wheeler

• Rhett Exley

  CFP · ChFC

• Sarah Pryor

  CFP

• Taylor Malone