SP
CFP
SP
CFP

Sarah Pryor

4 Years of Experience
Johns Creek, GA

Sarah Pryor is a CFP-designated registered investment advisor at Wealth Science Advisors LLC, based in Johns Creek, GA, with 4 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 273 clients with $560M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
273 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$558.7M

Fee Structure

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

Fees are generally a flat 1.50% annually, paid quarterly in advance. Fees are negotiable for accounts over $30,000,000.

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

Johns Creek, GA

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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 · 4 yrs 2 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.
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