FG
FG

Frank Guida

20 Years of Experience
Allentown, PA
2 Disclosures

Frank Guida is a registered investment advisor at A Better Way Financial, LLC, based in Allentown, PA, with 20 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 1 more. Their firm serves 354 clients with $110M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
354 clients
Average Client Portfolio
$308K average
Assets Under Management
$109.0M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.25%
$1.0M - $1.5M1.00%
$1.5M - $2.0M0.85%
$2M+0.75%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6357 Airport Road, Allentown, PA, 18109

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History

Regulatory History (2)
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Regulatory
April 2008
Final
Regulatory
October 1999
Final
Other Business Activities

Frank owns multiple real estate rental companies (Presley King LLC, PB Vandross LLC, and Sheeran Cole LLC) since 2010 and 2017, spending minimal time on each as the properties are managed by a third party. He also works as a financial instructor for American Retirement Institute (a few hours per week), is an author who donates proceeds to charity, and hosts a radio show discussing financial topics (a few hours per week).

Employment History
Current Registrations
A Better Way Financial, LLC
August 2019 - Present · 6 yrs 9 mos
Previous Registrations
Retirement Wealth Advisors, INC.
August 2014 - December 2019 · 5 yrs 4 mos
Metlife Securities INC.Broker
May 1986 - January 1995 · 8 yrs 8 mos
Metropolitan Life Insurance CompanyBroker
May 1986 - January 1995 · 8 yrs 8 mos
State Registrations2 states
NJPA
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.
Frank Guida - Financial Advisor | TrueAdvisor