A Better Way Financial, LLC fees and pricing
Financial planner in Allentown, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 31, 2026, A Better Way Financial, LLC charges an annual fee of $500-$2,399 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $500-$2,399/yr
“Method of Compensation and Fee Schedule ONGOING FINANCIAL PLANNING AND CONSULTING A Better Way Financial charges a fixed fee ranging from $500 to $2,399 per year for ongoing financial planning services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How A Better Way Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual fee is billed and collected twice per year.”
- “The fee may be deducted directly from a custodial account managed by A Better Way Financial, or paid by a check made out to “A Better Way Financial”.”
- “The management fee is calculated and billed monthly, in arrears, meaning that the management fee is collected at the end of the month’s billing period.”
How A Better Way Financial, LLC’s fees compare
- Its annual fee of $500-$2,399 is below the Pennsylvania median of $6,000. 11% of the 74 other Pennsylvania planners that publish an annual fee charge less.
About A Better Way Financial, LLC
- Firm size: 10 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2026.
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 354
- Employees
- 10
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $108,964,358
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 304914
- Phone
- (610) 440-1700
Can advise clients in 2 states: New Jersey, Pennsylvania
Other planners in Allentown that publish fees
- Clearstream Planning, LLCAllentown$300/hr, $300-$20,000
- Englebert Financial Advisers, LLCAllentown$250/hr, $2,000-$75,000
- Erickson Financial Group, LLCAllentown$300/hr
- Liberty Asset ManagementAllentown$150-$300/hr, $300-$3,000
- Northeast Financial Group, Inc.Allentown$1,000/hr, $500-$20,000
- Pavilion Financial PlanningAllentown$400/hr, $450-$800/mo
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.