Wealth Script Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$91,334,833
Clients
48
90% high-net-worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
48
HighAverage account size
$1,902,809
About
Wealth Script Advisors provides wealth management and financial planning services to individual and high‑net‑worth clients, delivering ongoing investment management alongside written financial plans that cover business planning, cash flow, estate and tax planning, college savings, employee benefits, and risk management. The firm advises on a broad range of investments including stocks, bonds, mutual funds, ETFs, and municipal and government securities, and it assists clients in selecting and monitoring third‑party investment managers.
The firm’s investment approach emphasizes asset allocation and Modern Portfolio Theory, using both passive and active vehicles to construct diversified portfolios and relying on BlackRock ETF model portfolios for certain client solutions. Portfolios are tailored to client objectives and constraints, with the adviser offering non‑trading advice, the option to impose written restrictions, and the use of outside managers when appropriate.
Compared with many peers, the brochure discloses that WSA may employ derivatives and options, long/short techniques and alternative products such as exchange funds to address concentrated positions and tax needs, and explicitly discusses short‑selling and the borrowing risks inherent in those strategies — all of which the firm says will be explained to clients in advance. The firm also notes use of third‑party evaluations in its public materials and documents institutional custodian relationships and third‑party research support as part of its due diligence and service model.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Executive
Fee options
Fixed fee of $10,000 per annum for financial planning services, billed quarterly in advance; may increase based on additional requested services
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.95% $1,000,001 - $2,500,000: 0.90% $2,500,001 - $5,000,000: 0.80% Above $5,000,000+: 0.70%
Account minimum: $1,000,000 Minimum fee: $10,000 annually Fee-only: Flat annual fee not to exceed $10,000 annually for clients with assets below $1,000,000; negotiable fees for clients above $1,000,000
Main office location
Wealth Script Advisors
605 Market Street, Suite 509
San Francisco CA 94105, United States
Number of offices
2
Most active in
Wealth Script Advisors has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
LinkedIn
Facebook
X
Instagram
Website
(415)300-0610
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