Wealth Science Advisors LLC fees and pricing
Financial planner in Alpharetta, Georgia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 25, 2026, Wealth Science Advisors LLC charges $125-$1,200 an hour and a flat or project fee of $1,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $125-$1,200/hr
“The amount of the planning fee shall generally be based upon the individual providing the service and the scope and complexity of the services to be provided (typically ranging from $125 to $1,200 on an hourly rate basis, and between $1,500 and $1,000,000 on a fixed fee basis).”
- Flat or project fee
- $1,500
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wealth Science Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The advisory fee will be pro-rated, and paid quarterly, in advance, based upon the market value of the assets on the last day of the previous quarter.”
- “In the event of termination, WSA shall refund any unearned portion of the advanced fee paid based upon the number of days remaining in the billing quarter.”
- “Such arrangement is subject to a separate negotiable flat fee.”
How Wealth Science Advisors LLC’s fees compare
- Its hourly rate of $125-$1,200 spans the Georgia median of $250. 98% of the 169 other Georgia planners that publish an hourly rate charge less.
- 10 of the 10 other planners in Alpharetta that publish an hourly rate charge less.
- Its flat or project fee of $1,500 is below the Georgia median of $5,000. 16% of the 152 other Georgia planners that publish a flat or project fee charge less.
- None of the 13 other planners in Alpharetta that publish a flat or project fee charge less.
About Wealth Science Advisors LLC
- Firm size: 9 employees.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Tax planning
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
- 1.5% a year
- Clients
- 273
- Employees
- 9
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $558,749,507
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 321031
- Phone
- (678) 480-2681
Can advise clients in 7 states: Florida, Georgia, North Carolina, New York, South Carolina, Tennessee, Texas
Other planners in Alpharetta that publish fees
- 2ND Half Capital, LLCAlpharetta$1,000-$2,000
- Access Planning Partners, LLCAlpharetta$250/hr, $750-$7,500
- Ae Financial & Risk Management, Inc.Alpharetta$250/hr
- Atlas Investment AdvisorsAlpharetta$275/hr, $3,800-$5,000
- Blueprint Private Wealth Management LLCAlpharetta$600-$5,000
- Capital Endurance Group, IncAlpharetta$350/hr, $2,000-$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.