Better Wealth Advisory provides advice on financial planning topics like cash flow, budgeting, education funding, retirement, risk management, and estate issues. They also offer educational workshops and personal finance courses. The firm does not manage investment accounts or offer bundled fee programs. They create customized written financial plans for clients.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
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.
Annual Retainer:$3,000 - $6,000/year
One-Time Plan:$300 - $1,200
Hourly Rate:$200 - $300/hr
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