Wealth Script Advisors LLC

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Wealth Script Advisors LLC
CRD #334760
SEC #801-136787
CIK #
AUM 121.4 M (2026-06-24)
Employees 2 (50% Investors, 0% Brokers)
Fees
Minimum
Phone415-300-0610
Address605 Market Street
San Francisco, CA 94105
Source [IAPD] [Website] [LinkedIn] [Facebook] [Instagram]
Total AUM ($M)
13010478522602010201520212027
Fees and Compensation — Form ADV Part 2A (6/18/2026) [Brochure]
Item 5: Fees and Compensation
 Please note, unless a Client has received this brochure at least 48 hours prior to signing an Advisory Contract,
 the Advisory Contract may be terminated by the Client within five (5) business days of signing the Advisory
 Contract without penalty or incurring any fees.

 How we are paid depends on the type of advisory services we perform. Below is a brief description of our fees,
 however, you should review your executed Advisory Contract for more detailed information regarding the exact
 fees you will be paying. No increase to the agreed-upon advisory fees outlined in the Advisory Contract shall
 occur without prior Client consent. Please note, lower fees for comparable services may be available from
 other sources.

If WSA utilizes an Outside Manager, the fee schedules below do not include the Outside Manager’s fee. The
Outside Manager’s advisory fees, billing schedule, and payment procedures are set forth in their separate
written disclosure documents, advisory agreements, and/or the account opening documents of your account
Custodian. At no point will the combined fee charged to the Client exceed 2% of assets under management.

Please note, unless instructed otherwise, each Account will typically be billed individually for its respective fees owed.
However, WSA will at times bill Accounts disproportionately for fees should such actions be necessary due to
insufficient funds in any respective Client Account, or if doing so is deemed by the WSA to be in the best interest of
Client.

 We a lt h Ma n a ge m e n t Se rvice s

 Our fee for Wealth Management Services is either a flat annual fee or a percentage of assets under
 management as outlined below:

  For Clients with managed assets greater than $1,250,000

                        Asse t s Un d e r Ma n a ge m e n t             An n u a l Ad viso ry Fe e
                                $0 - $1,500,000                                  1.00%
                           $1,500,001 - $3,000,000                               0.80%
                           $3,000,001 - $8,000,000                               0.65%
                          $8,000,001 - $15,000,000                               0.55%
                             Ab o ve $15,000,001                                 0.10%

balance. The formula for the quarterly fee is determined by the following calculation: (($1,500,000 x 1.00%)
+ ($500,000 x 0.80%) ÷ 4 = $4,750.00.

In determining the advisory fee, we may allow accounts of members of the same household to be aggregated.
WSA relies on the valuation as provided by Client’s custodian in determining assets under management. Our
advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial
and terminating billing periods. Adjustments will be made for deposits and withdrawals during the billing
period.

We deduct our advisory fee from one or more account(s) held at an unaffiliated third-party custodian, as
directed by the Client. Please refer to Item 15 of this Brochure regarding our policy on direct fee deduction. When
an Outside Manager is used, the Outside Manager will debit the Client’s account for both the Outside Manager’s
fee, and WSA’s advisory fee.

 For Clients with managed assets below $1,250,000

Fees are charged on a flat fee basis. The total estimated fee, as well as the ultimate fee charged, is based on
the scope and complexity of the Client’s engagement with WSA. The fee is to be charged quarterly in advance
and will not exceed $12,500 annually. If the client has allocated assets under management, once the assets
exceed $1,250,000 the client will be converted to the fee for assets under management exceeding $1,250,000 as
described above. The flat fee and the minimums are subject to change. No fee changes will be made without
explicit permission and agreement from the client in advance. The flat fee charged to clients with managed
assets under $1,250,000 will not exceed 2% of assets under management.

Fees are paid by electronic funds transfer (EFT) or debit/credit card. We use an independent third party
payment processor in which the Client can securely input their banking information and pay their fee. We do
not have access to the Client’s banking information at any time. The Client will be provided with their own
secure portal in order to make payments.

Ot h e r Typ e s o f Fe e s a n d Exp e n s e s

Our fees are exclusive of brokerage commissions, transaction fees, and other related costs and expenses
which may be incurred by the Client. Clients may incur certain charges imposed by custodians, brokers, and
other third parties such as custodial fees, deferred sales charges, odd-lot differentials, transfer taxes, wire
transfer, and electronic fund fees, and other fees and taxes on brokerage accounts and securities transactions.
Mutual fund and exchange-traded funds also charge internal management fees, which are disclosed in a fund's
prospectus. Such charges, fees, and commissions are exclusive of and in addition to our fee, and we shall not
receive any portion of these commissions, fees, and costs.

Item 12 further describes the factors that we consider in selecting or recommending custodians for Client’s
transactions and determining the reasonableness of their compensation (e.g., commissions).

Clients may incur fees from third-party professionals such as accountants and attorneys that WSA may
recommend, upon Client request. Such fees are separate and distinct from WSA’s advisory fees.

Fin a n cia l Pla n n in g Fe e s
Clients engaging for financial planning services are generally assessed a fixed fee. The fixed base rate fee is
$12,500 per annum for financial planning services. The rate will increase based on additional services as
requested by the Client. WSA bills quarterly, at the beginning of each calendar quarter, at a rate of one-fourth
...
Account Minimums and Types of Clients — Form ADV Part 2A (6/18/2026) [Brochure]
Item 7: Types of Clients
We provide financial planning and investment management services to individuals and high net-worth
individuals.

Our minimum account size requirement is $1,250,000 to open or maintain an account under our management.
WSA may reduce or waive the minimum account size requirement on a case-by-case basis. Our minimum
annual fee is $12,500.
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 6 4.3
(b) Individuals (high net worth individuals) 45 117.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 187 121.4
By Discretionary
Discretionary 186 111.6
Non-Discretionary 1 9.8
Total 187 121.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 121.4
Total 187 121.4
Firm Profile (Form ADV)
Discretionary AUM$0.1B
Clients2
ServesInstitutional, Retail
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