A complete list of active advisors currently associated with Money Script Wealth Management, PLLC
Warmer can help you find a great advisor at Money Script Wealth Management, PLLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Money Script Wealth Management, PLLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Money Script Wealth Management, PLLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Grand Prairie, TX
| 0
| |
Cedar Hill, TX
| 24
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)