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
Natalie Wheeler is a financial advisor at Wealth Science Advisors LLC with one year of industry experience. She holds a Series 65 designation and previously worked at World 50 and the University of Georgia. Wealth Science Advisors primarily serves individual and family clients with discretionary portfolio management, financial planning, and consulting. The firm combines traditional asset allocation and modern portfolio theory with behavioral assessments, including a proprietary Wealth Science Assessment, to develop investment plans implemented mainly with mutual funds and ETFs.
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
2024 - Present (2 years)
World 50
2022 - 2024 (2 years)
University of Georgia
2018 - 2022 (4 years)
Fellowship Christian School
2014 - 2018 (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
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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Cwpim
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