Firm
Wealth Script Advisors
San Francisco, California
Fee-only
Wealth Script Advisors at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 51 individual clients, 45 of them high net worth.
- Its average account is about $649,000 (assets it manages divided by its 187 accounts).
- Its ongoing planning fee starts at $15,000 a year, above the California median of $6,000.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Francisco, California |
|---|---|
| Website | mywealthscript.com |
| [email protected] | |
| Phone | (415) 300-0610 |
Wealth Script Advisors fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $15,000 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | $1,500,000 |
| How it charges | Percentage of assets · Flat fee · Ongoing planning fee |
In the firm's words
"we offer a minimum flat annual fee of $15,000" source
"1% on the first $1,500,000" source
"Minimum for the AUM model starts at $1,500,000 of assets under management" source
"1% on the first $1,500,000" source
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
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $121 million |
| Individual clients | 6 |
| High-net-worth clients | 45 |
| Accounts managed | 187 |
| Employees | 2 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-136787) |
| Financial planning | Offered |
| Form ADV filed | August 17, 2026 |
| SEC record | CRD 334760 |