Money Script Wealth Management, PLLC fees and pricing
Financial planner in Grand Prairie, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 8, 2026, Money Script Wealth Management, PLLC charges $400-$750 an hour, a flat or project fee of $300-$40,000, a monthly fee of $150-$3,500, and a quarterly fee of $300-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 8, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400-$750/hr
“The fee is charged at an hourly rate between $400.00 and $750.00 per hour, depending on complexity.”
- Flat or project fee
- $300-$40,000
“The negotiated fixed rate for creating client financial strategy is between $300 and $40,000.”
- Monthly fee
- $150-$3,500/mo
“The monthly fixed fee can range between $150.00 and $3,500.00.”
- Quarterly fee
- $300-$10,000/qtr
“The quarterly fee can range from $300 to $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Money Script Wealth Management, PLLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “This can include but is not limited to your Social Security Number, Date of Birth, Banking Information, Financial Account Numbers and/or Balances, Sources of Income, and Credit Card Numbers or Information.”
- “These fees are generally negotiable and the final fee schedule is attached as Exhibit II of the pension consulting agreement.”
- “Clients may terminate the agreement without penalty for a full refund of MSWM's fees within five business days of signing the Investment Advisory Contract.”
How Money Script Wealth Management, PLLC’s fees compare
- Its hourly rate of $400-$750 is above the Texas median of $275. 95% of the 468 other Texas planners that publish an hourly rate charge less.
- Its flat or project fee of $300-$40,000 spans the Texas median of $3,850. 94% of the 401 other Texas planners that publish a flat or project fee charge less.
About Money Script Wealth Management, PLLC
“As part of our Comprehensive Planning & Advice offering, we provide an all-inclusive financial advisory fee that covers both asset management and ongoing monitoring, ensuring a holistic approach to your financial planning and investment strategy.”
- Firm size: 11 employees.
- Registered as an adviser: 2017 (9 years).
Planning areas mentioned in the brochure
- Physicians and dentists
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 3% a year
- Clients
- 310
- Employees
- 11
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, newsletters and publications, and educational seminars and workshops
- Assets managed
- $96,789,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 286134
- Phone
- (469) 888-6055
Can advise clients in 8 states: California, Florida, Georgia, Louisiana, North Carolina, Nevada, New York, Texas
Other planners in Texas that publish fees
- 11 FinancialLufkin$250/hr, $50-$5,000
- 1900 WealthSan Antonio$350/hr, $1,500
- 360 Wealth CreationAustin$250/hr
- 3T Advisors LLCWaco$250/hr, $250-$10,000
- 7 Saturdays FinancialWylie$250/hr, $500-$10,000
- 83 FinancialParker$250/hr, $250-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.