Advisor at Wealth Science Advisors LLC
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Firm
Wealth Science Advisors LLC
Location
Alpharetta, GA 30009
Credentials
Series 65
Industry experience
< 1 year
Colby Wheeler is a financial advisor at Wealth Science Advisors LLC with a Series 65 designation and one year of industry experience. Prior to joining Wealth Science Advisors, he worked at The Home Depot and has an academic background from The University of Alabama. Wealth Science Advisors serves primarily individual and family clients with discretionary portfolio management and financial planning. The firm integrates traditional asset allocation and modern portfolio theory with behavioral assessments, using proprietary tools like the Wealth Science Assessment and its “Money Happiness” concept to guide investment plans.
Based on Wealth Science Advisors LLC
Fixed financial planning fees range between $1,500 and $1,000,000; pledged asset loan fees are negotiable flat fees; Reservoir Cash Flow System fees may be flat fees on a case-by-case basis
1.50% annually, flat fee on all assets under management, payable quarterly in advance
Financial planning hourly rates typically range from $125 to $1,200
Fee-only: Hourly financial planning fees typically range from $125 to $1,200; fixed fees for planning range from $1,500 to $1,000,000
55 Roswell Street, Suite 210
Alpharetta, GA 30009
Georgia · Texas
Wealth Science Advisors LLC
2025 - Present (1 year)
The Home Depot
2023 - 2025 (2 years)
The University of Alabama
2019 - 2023 (4 years)
South Forsyth High School
2015 - 2019 (4 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
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Is not active or affiliated with:
Insurance agent
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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.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Cwpim
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