FG
FG

Frank Guida

4 Years of Experience
Allentown, PA
Sells Insurance

Frank Guida is a registered investment advisor at A Better Way Financial, LLC, based in Allentown, PA, with 4 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
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Frank is involved with ABWI, LLC, focusing on fixed insurance sales as an insurance agent, dedicating about half of his time. He also hosts a radio show and authors books/articles, spending minimal time on each.

Employment History
Current Registrations
A Better Way Financial, LLC
June 2021 - Present · 4 yrs 11 mos
State Registrations1 state
PA
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