Money Script Wealth Management, PLLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$96,339,000
Clients
310
Advisors
2
across 2 offices
About
Money Script Wealth Management, PLLC provides investment advisory, financial planning, and pension consulting services to individuals (including high‑net‑worth clients), corporations, and retirement plan sponsors. The firm reports managing roughly $96.8 million for about 310 clients across two offices and offers ongoing portfolio management, third‑party money manager recommendations, and 3(21) plan‑level consulting.
The firm’s investment process blends fundamental analysis and modern portfolio theory and uses long‑ and short‑term trading and options strategies when appropriate; clients can engage via advice‑only engagements, written financial plans, subscription retainer planning, or comprehensive ongoing management. MSWM also sponsors a wrap fee program that bundles execution costs into a single advisory fee and may recommend TPMMs while retaining discretion for direct account management.
Distinctive features disclosed in the brochure include sponsoring and acting as portfolio manager for its wrap fee program, regularly offering educational seminars and paid speaking engagements, and having insurance‑broker activities — the firm and its principal are licensed with CRUMP, MassMutual, Ameritas, and Guardian and may offer commissionable insurance products (conflicts are disclosed). The firm also provides ERISA/401(k) consulting, documents custody arrangements such as standing letters of authorization, and discloses speaking and affiliate relationships (including a publishing/speaking company and custodial speaking engagements) that it addresses in its client disclosures.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Power Session flat fee for two one-hour strategy sessions; fixed fees for financial planning from $300 to $40,000
$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: 0.85% $5,000,001+: 0.75%
$400 to $750 per hour depending on complexity
Monthly fixed fee between $150 and $3,500; Quarterly fixed fee between $300 and $10,000
Account minimum: $250,000 Fee-only: Hourly fees between $400 and $750 per hour; Fixed fees between $300 and $40,000; Monthly fixed fees between $150 and $3,500; Quarterly fixed fees between $300 and $10,000; Flat fee for Power Session (two 1-hour sessions) for a one-time fee
Main office
See officeGrand Prairie TX
Advisors at this office
1
Offices (2)
Most active in
California · Florida · Georgia · Louisiana · Nevada · New York · North Carolina · Texas
Also doing business as
Money Script Wealth Management, LLC · Money Script Wealth Management, PLLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
Advisors at this firm
Alicia H
Series 65
Grand Prairie, TX
Money Script Wealth Management, PLLC
Alicia Harrison is a financial advisor with Money Script Wealth Management, PLLC in Grand Prairie, TX. She holds a Series 65 designation and has been with Money Script since 2017. Prior to that, she worked at Palos Verdes Footwear from 2013 to 2017. Money Script Wealth Management provides investment advisory, financial planning, and pension consulting services to individuals, corporations, and retirement plan sponsors. The firm manages approximately $96.8 million for around 310 clients and employs a blend of fundamental analysis and modern portfolio theory in its investment approach.
Yohance H
Series 65, Series 66
Cedar Hill, TX
Money Script Wealth Management, PLLC
Yohance Harrison is a financial advisor with Money Script Wealth Management, PLLC, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Ameriprise for 13 years and has been with his current firm since 2016. Outside of financial advising, he owns a photography business offering services unrelated to investments. Money Script Wealth Management provides investment advisory, financial planning, and pension consulting services to individuals, including high-net-worth clients, corporations, and retirement plan sponsors. The firm combines fundamental analysis with modern portfolio theory and employs a range of strategies, including long- and short-term trading and options, while offering various engagement models and managing approximately $96.8 million in assets.
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