Juan Daccarett is a registered investment advisor at Better Wealth Advisory LLC, based in New York, NY, with 1 years of industry experience. Juan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
Better Wealth Advisory offers year-round financial planning for a fixed monthly fee of $250 to $500, depending on the complexity of your situation. This allows them to assist you throughout the year to ensure various action items are accomplished.
- Project-based financial planning — $300 to $1,200 depending on the complexity of the project. Projects include college planning, debt management, cash flow and budgeting, retirement planning, and home purchase planning.
- Hourly advice — $200 to $300 per hour, depending on the scope and complexity of the engagement.
Location
New York, NY
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Regulatory History
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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Juan works as a Finance Manager at Amex TRS Company, Inc., an entity that issues credit cards, processes payments, and provides travel-related services. This non-investment related activity takes up to 70% of Juan's time each month, including during traditional business hours.
Employment History
Current Registrations
Better Wealth Advisory LLC
State Registrations1 state
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