Wealth Script Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wealth Script Advisors is an SEC‑registered, fee‑only independent adviser that provides wealth management and financial planning services to individuals and high‑net‑worth clients. The firm delivers both investment management and comprehensive financial planning, and it offers discretionary and non‑discretionary engagement models as described in its Form ADV.
The firm combines Modern Portfolio Theory, fundamental and cyclical analysis, and both passive and active strategies, including use of BlackRock ETF model portfolios and third‑party outside managers. Its disclosures show it may employ options and other derivatives, and—within certain separately managed account strategies—use borrowing and long/short or alternative products when appropriate to client needs.
Notable disclosures in the brochure include a recent succession and transition to SEC registration, and a minority ownership interest in an education‑technology company that is disclosed as a potential referral conflict. The firm’s public materials also reference third‑party ratings, and its reported use of leverage and derivatives in separately managed implementations is less common among single‑advisor independent firms.
Client services
Expertise
Fee options
Financial planning services flat fee $15,000 per annum, billed quarterly in advance; increases based on additional services
$0 - $1,500,000: Flat fee, up to 2% of assets (not exceeding $15,000 annually) $0 - $1,500,000: Flat fee, based on scope and complexity up to $15,000 annually (charged quarterly in advance) $0 - $1,500,000: Flat fee basis for clients below $1,500,000 managed assets $0 - $1,500,000: Fees charged on a flat fee basis, converted to percentage of assets up to 2% $0 - $1,500,000: Flat fee, quarterly in advance, prorated for partial periods $1,500,001 - $3,000,000: 0.80% $3,000,001 - $8,000,000: 0.65% $8,000,001 - $15,000,000: 0.55% $15,000,001+: 0.10%
Account minimum: $1,500,000 Minimum fee: Minimum annual fee of $15,000 Fee-only: Yes, firm is fee-only, no commissions or sales-related compensation
Main office
605 Market Street, Suite 509
San Francisco CA 94105
Advisors at this office
1
Most active in
California · Texas
Also doing business as
Caswell Yatsenko, Alexey Igorevich · Moneyscript Advisors · Wealth Script Advisors · Wealth Script Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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