Money Script Wealth Management, PLLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$96,339,000
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
310
10% high-net worth
Advisors
1
of 11 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
310
Very HighAverage account size
$310,771
About
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.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Expertise
Equity compensation tax strategy
Concentrated stock management
Business exit / sale strategy
Charitable giving tax strategies
Wealth management
Occupation focus
Doctor or Medical Professional
Founder/Business Owner
Demographic focus
HENRY (High Earners, Not Rich Yet)
Fee options
Power Session flat fee for two one-hour strategy sessions; fixed fees for financial planning from $300 to $40,000
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.95% $1,000,001 - $2,500,000: 0.90% $2,500,001 - $5,000,000: 0.85% $5,000,001+: 0.75%
$400 to $750 per hour depending on complexity
Monthly fixed fee between $150 and $3,500; Quarterly fixed fee between $300 and $10,000
Account minimum: $250,000 Fee-only: Hourly fees between $400 and $750 per hour; Fixed fees between $300 and $40,000; Monthly fixed fees between $150 and $3,500; Quarterly fixed fees between $300 and $10,000; Flat fee for Power Session (two 1-hour sessions) for a one-time fee
Main office location
Money Script Wealth Management, PLLC
Grand Prairie TX, United States
Number of offices
2
Most active in
Money Script Wealth Management, PLLC has reported serving >5 clients in these states in the last 12 months.
California · Florida · Georgia · Louisiana · Nevada · New York · North Carolina · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
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.
Forms ADV
Quick links
LinkedIn
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Website
(469) 888-6055
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