Money Script Wealth Management
Money Script Wealth Management is a Cedar Hill, Texas-based registered investment adviser providing fee-based financial planning and investment management, with a specialized focus on physicians, medical residents, and healthcare practice owners across multiple U.S. states.
- Company typePrivate
- Founded2016
- HeadquartersCedar Hill, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Money Script Wealth Management does
Money Script Wealth Management, PLLC is a privately held, SEC-registered investment adviser (RIA) founded by Yohance Harrison and headquartered in Cedar Hill, Texas. The firm specializes in fee-based financial planning and investment management for physicians — particularly emergency medicine specialists — as well as medical residents, nurses, private practitioners, and physician practice owners. Its core offering is structured as four subscription tiers (Silver, Gold, Platinum, Diamond) progressing from foundational goal-setting and debt reduction to advanced business-owner tax strategies and estate planning, with a $250,000 investment or household-income minimum that is waived for medical residents and physicians.
The firm's underlying technology is a standard modern RIA operating stack: Altruist and Charles Schwab serve as custodians; eMoney and RightCapital provide financial planning; Nitrogen (Riskalyze) handles risk profiling; SideDrawer serves as the client document portal; and AdvicePay processes advisory fees. The differentiation layer is the proprietary 'Money Script' behavioral-finance methodology, supported by an extensive content engine — three podcasts (The Money Script, Only Human, Becoming An Attending), a Book Club, a blog, free financial literacy courses for residents, a 2-Minute FinLit Quiz, and a Future Value Calculator — all housed at the mymoneyscript.com sub-brand.
The business model combines recurring advisory fees from the tiered service subscriptions with commissions from a wholly owned insurance subsidiary, Money Script Wealth Insurance Services, LLC, which distributes term life and disability insurance. The firm is licensed in at least eight U.S. states (Texas, California, Louisiana, Nevada, New York, North Carolina, Florida, Georgia) plus additional exemption-based coverage, and it sells exclusively through a direct-to-client model starting with a 45-minute complimentary Calendly discovery session. There is no institutional capital, no parent company, and no M&A history; the firm operates as a bootstrapped, founder-led practice with a team of six.
Money Script Wealth Management firmographics
Firmographics- Name
- Money Script Wealth Management
- Legal name
- Money Script Wealth Management, PLLC
- Website
- https://moneyscriptwealth.com
- Company type
- Private
- Founded year
- 2016
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Money Script Wealth Management is a Cedar Hill, Texas-based registered investment adviser providing fee-based financial planning and investment management, with a specialized focus on physicians, medical residents, and healthcare practice owners across multiple U.S. states.
- Ownership category
- akta.pro rank
Money Script Wealth Management industry classification
Industry- Product category
- Wealth Management Advisory
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Planning–Led RIAs (FSAAACAB)
- akta.pro secondary industries
- Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO), Fee-Only Advisory (FSAEAAAL)
Keywords
Where Money Script Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Cedar Hill
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Money Script Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others
Revenue model
- Investment Advisory Services: Fee-based financial planning and investment management services for high-net-worth physician clients with $250,000+ investment minimum. Provides comprehensive wealth management including investment management, retirement planning, tax planning, and estate planning.
- Insurance Services: Insurance products including term life insurance and disability insurance offered through affiliated entity Money Script Wealth Insurance Services, LLC.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Silver Tier - Basic advisory services including goal development, debt reduction, investment strategy, and employee benefits guidance |
| Subscription | Annual | Gold Tier - Enhanced advisory including silver services plus household consolidation, specific goal planning, and financial independence income strategies |
| Subscription | Annual | Platinum Tier - Comprehensive advisory including gold services plus entrepreneur/business owner strategies, tax optimization, bookkeeping, and estate planning |
| Subscription | Annual | Diamond Tier - Premium advisory including platinum services plus advanced business owner strategies, windfall and estate distribution, and 7-figure earner tax strategies |
Go-to-market motion3 records
Distribution channels1 record
Marketing channels8 records
Money Script Wealth Management product offering
Product offeringCore offering
Money Script Wealth Management, PLLC is a registered investment adviser that provides fee-based financial planning and investment management to emergency medicine physicians, specialists, medical residents, nurses, and private practitioners. Services are organized into four advisory tiers (Silver, Gold, Platinum, Diamond) and discrete modules covering investment management, cash flow management, protection/insurance planning, F.I.R.E. planning, tax and estate planning, and business planning, with a $250,000 investment minimum that is waived for medical residents and physicians. The firm is supported by a separate educational platform (mymoneyscript.com) offering podcasts, a book club, a blog, a FinLit quiz, and resident financial literacy courses.
Product overview
Money Script Wealth Management, PLLC is a registered investment adviser specializing in personalized financial planning for emergency medicine physicians, nurses, private practitioners, and healthcare practices. The firm operates a unified advisory practice combining fee-based planning and investment management services, and maintains a separate educational platform called MoneyScript (mymoneyscript.com) for financial literacy. The core advisory service is structured in four tiers — Silver, Gold, Platinum, and Diamond — progressing from basic financial goals and debt management to advanced business owner strategies and 7-figure tax planning. Complementary service modules cover investment management (using Nitrogen Riskalyze, custodied at Altruist or Charles Schwab), cash flow management, insurance and protection planning (disability and term life), F.I.R.E. planning, tax and estate planning, and business planning for practitioners. The MoneyScript educational platform includes podcasts (Only Human, Becoming An Attending, The Money Script Podcast), a Book Club, a Blog/Insights library with physician-specific 2026 guides, a FinLit Quiz (via Typeform), a Future Value Calculator, and a Values Exercise. Discovery sessions are booked via Calendly, and clients access their accounts through integrated platforms including Altruist, Charles Schwab, eMoney, Right Capital, Sidedrawer, and AdvicePay. The firm is headquartered in Cedar Hill, TX and serves clients across Texas, California, Louisiana, Nevada, New York, North Carolina, Florida, Georgia, and other states.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Management
- Cash Flow Management / Budgeting
- Protection / Insurance Planning
- Financial Independence (F.I.R.E.) Planning
- Tax & Estate Planning
- Business Planning
- Financial Literacy for Residents & Becoming an Attending
Quantifiable outcome
- Disability insurance covering 60% of gross income for physicians
- +4 more outcomes
Companies that use Money Script Wealth Management
Customer profileNamed customers4 records
Segments4 records
Ideal customer profiles4 records
Money Script Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration8 records
Feature1 record
Money Script Wealth Management partnerships and signals
Strategic signalPartnerships
Twelve partnerships are on record, tiered core, secondary and minor.
- AltruistcoreAltruist serves as a custodial platform for client investment accounts. MSWM uses Altruist for account custody as part of their investment management services.
- Charles SchwabcoreCharles Schwab serves as a custodial platform for client investment accounts alongside Altruist.
- eMoneycoreeMoney provides financial planning software platform for comprehensive financial planning, cash flow analysis, and wealth management workflows.
- RightCapitalcoreRightCapital provides financial planning platform for client engagement and planning workflows.
- SideDrawersecondarySideDrawer provides client portal for secure document sharing and communication.
- AdvicePaysecondaryAdvicePay provides payment processing platform for advisory service fees.
- Nitrogen (Riskalyze)coreNitrogen/Riskalyze provides risk assessment and portfolio risk analysis tools used to measure client risk tolerance and build appropriate investment strategies.
- Tech Peer ConsultingminorTech Peer Consulting provides brand and site design services for Money Script Wealth Management.
- American College of Emergency Physicians (ACEP)coreFounder Yohance Harrison serves as contributor and speaker to ACEP, providing financial education content to emergency physicians through this professional organization.
- Networks of Wealth, INCcoreFounder Yohance Harrison serves as Board Member and CFO of Networks of Wealth, INC, a related financial planning organization.
- SAEM Industry Advisory CouncilsecondaryFounder Yohance Harrison is a member of the SAEM Industry Advisory Council, providing strategic input for the Society for Academic Emergency Medicine.
- CV Roman SocietyminorFounder Yohance Harrison serves as contributor and speaker to CV Roman Society.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
Money Script Wealth Management competitors and assessment
Company assessmentBroad incumbents
- Edelman Financial Engines: One of the largest US RIAs, serving a broad client base that includes many physicians through employer-sponsored programs. Comparable in fiduciary, fee-based advisory and multi-state reach, but vastly larger and not physician-specialized.
- Facet Wealth: Tech-enabled, national RIA offering financial planning to a broad mass-affluent and high-income audience including professionals. Comparable in tech-enabled, multi-state delivery, but operates at much greater scale and across many professions rather than specializing in physicians.
Direct peers
- Hippocratic Wealth Advisors: Independent RIA serving physicians and high-income medical professionals with holistic financial planning. Comparable vertical focus, similar advisor-led service model, and overlapping client base in the physician segment.
- The White Coat Investor: Founded by James Dahle, this is the largest physician-focused financial education and advisory brand in the US. Highly comparable as a content-first RIA targeting the same physician niche with overlapping topics (student loans, disability insurance, retirement accounts).
- Financial Residency: Founded by Ryan Inman, Financial Residency is a fee-only RIA exclusively serving physicians and medical professionals. Direct competitor with a similar residency-to-attending content strategy and physician-specific planning expertise.
- Larson Financial Group: Multi-state RIA with a dedicated physician and medical-professional specialty practice. Comparable in multi-state reach, fee-based advisory model, and emphasis on tailored planning for healthcare practitioners.
- Doc2Doc Financial: Fee-only financial planning firm focused specifically on physicians, residents, and medical students. Comparable niche focus, similar content-driven acquisition, and analogous tiered planning offerings.
Emerging players
- Holistiplan: Tax planning software built for financial advisors. Comparable as an enabling tool in the same advisor ecosystem; relevant given the firm's emphasis on tax optimization and 1099 vs W-2 physician analysis.
- NewRetirement: Retirement planning software and DIY platform used by individuals and financial advisors. Comparable in that it targets the same financial planning content consumers and competes for mindshare among high-income savers, but operates as a software platform rather than a managed advisory.
- Harness Wealth: Digital platform matching high-income professionals, including physicians, with vetted financial advisors. Comparable in targeting the same physician/tech professional segment and competing for the same client acquisition funnel.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Money Script Wealth Management social profiles
Digital presenceMoney Script Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Money Script Wealth Management leadership team
Management profileNumber of profiles
Profiles6 records
Money Script Wealth Management subsidiaries and ownership
Company hierarchySubsidiaries1 record
Money Script Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Money Script Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Money Script Wealth Management
What does Money Script Wealth Management do?
Money Script Wealth Management, PLLC is a registered investment adviser that provides fee-based financial planning and investment management to emergency medicine physicians, specialists, medical residents, nurses, and private practitioners. Services are organized into four advisory tiers (Silver, Gold, Platinum, Diamond) and discrete modules covering investment management, cash flow management, protection/insurance planning, F.I.R.E. planning, tax and estate planning, and business planning, with a $250,000 investment minimum that is waived for medical residents and physicians. The firm is supported by a separate educational platform (mymoneyscript.com) offering podcasts, a book club, a blog, a FinLit quiz, and resident financial literacy courses.
Is Money Script Wealth Management a public or private company?
Money Script Wealth Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Money Script Wealth Management founded?
Money Script Wealth Management was founded in 2016. It employs 1 to 10 people.
Where is Money Script Wealth Management based?
Money Script Wealth Management is headquartered in Cedar Hill, United States, in the North America region.
How does Money Script Wealth Management make money?
Two revenue lines are on record. Investment Advisory Services are the primary driver. The others are insurance Services.
Who are Money Script Wealth Management's main competitors?
Broad incumbents on record are Edelman Financial Engines and Facet Wealth. Direct peers are Hippocratic Wealth Advisors, The White Coat Investor, Financial Residency, Larson Financial Group and Doc2Doc Financial. Emerging players are Holistiplan, NewRetirement and Harness Wealth.
Does Money Script Wealth Management have an API?
No public API is recorded for Money Script Wealth Management.
What industry is Money Script Wealth Management in?
Money Script Wealth Management's product category is Wealth Management Advisory. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAAAAAO, Investor Education, Research & Portfolio Analytics Services (Retail). Its NAICS code is 523940 and its SIC code is 6282.