Better Wealth Advisory LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
3
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
3
Very LowAverage account size
$0
About
Better Wealth Advisory serves individual and high‑net‑worth clients with comprehensive financial planning covering cash‑flow and debt management, retirement and Social Security strategies, education funding, risk management, and estate and charitable giving. The firm also offers periodic educational workshops and personal‑finance courses that are presented for informational purposes and do not solicit specific investment or insurance products.
The firm’s investment guidance is oriented toward a passive, long‑term approach that emphasizes strategic asset allocation, low‑cost index funds and ETFs, tax‑efficient placement, periodic rebalancing, and dollar‑cost averaging. It provides investment consultation only and does not trade for clients, provide ongoing portfolio supervision, or charge percentage‑of‑assets fees; clients retain custody and execute transactions through their chosen service providers.
Noteworthy differences from many peers include the regular offering of educational seminars (an uncommon service among independent advisers) and a fee model built around fixed retainers, project‑based engagements, and hourly work rather than AUM‑based billing. The firm also discloses that its principal maintains a substantial external finance role that occupies a significant portion of typical business hours, a staffing and availability factor prospective clients should consider.
Client services
Financial planning
Educational seminars or workshops
Expertise
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
General retirement planning
Social Security optimization
Fee options
Project-based fees ranging from $300 to $1,200 depending on complexity
$200 to $300 per hour depending on scope and complexity
Fixed retainer fee charged monthly between $250 and $500 depending on scope and complexity
Fee-only: Hourly fee of $200 to $300 per hour; Project-based fees from $300 to $1,200 per project; Fixed monthly retainer fee from $250 to $500 per month
Main office location
Better Wealth Advisory LLC
New York NY, United States
Number of offices
1
Most active in
Better Wealth Advisory LLC has reported serving >5 clients in these states in the last 12 months.
New York
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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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