SP
CFP
SP
CFP

Sarah Pryor

3 Years of Experience
Alpharetta, GA

Sarah Pryor is a CFP-designated registered investment advisor at Wealth Science Advisors LLC, based in Alpharetta, GA, with 3 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 271 clients with $510M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
271 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$512.5M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fee is generally negotiable for clients with assets under management in excess of $30,000,000. An additional fee of 1.00% of assets under management is assessed for retirement plan asset management services performed through Pontera.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

55 Roswell Street, Suite 210, Alpharetta, GA, 30009

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Sarah owns Wealth Science Analytics, a psychological analytics and consulting business, since June 2023. She dedicates a few hours per week to this activity, all during securities trading hours.

Employment History
Current Registrations
Wealth Science Advisors LLC
August 2022 - Present · 3 yrs 8 mos
State Registrations2 states
GATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Sarah Pryor - Financial Advisor | TrueAdvisor