Wealth Script Advisors fees and pricing

Financial planner in San Francisco, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated August 17, 2026, Wealth Script Advisors charges an annual fee of $15,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 17, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee: $15,000/yr; “The fee is to be charged quarterly in advance and will not exceed $15,000 annually.”

Payment and refund terms, quoted from the fee section of the brochure.

“Please note, unless instructed otherwise, each Account will typically be billed individually for its respective fees owed.”
“Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
“No fee changes will be made without explicit permission and agreement from the client in advance.”

Its annual fee of $15,000 is above the California median of $6,250. 81% of the 224 other California planners that publish an annual fee charge less.
11 of the 11 other planners in San Francisco that publish an annual fee charge less.

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Clients: 51
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $121,388,307
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 334760
Website: mywealthscript.com (opens in new tab)
Phone: (415) 300-0610

Can advise clients in 2 states: California, Texas

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