Better Wealth Advisory LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$300/hr

“For clients who require advice on specific items, we charge an hourly fee of $200 to $300, depending on the scope and complexity of the engagement.”

Flat or project fee

$300⁠-⁠$1,200

“The assessed fee depends on the complexity of the project and can range from $300 to $1,200.”

Monthly fee

$250⁠-⁠$500/mo

“To do this we assess a fixed (“retainer”) fee at the rate of $250 to $500 per month, depending on the scope and complexity of the engagement.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Better Wealth Advisory LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are to be paid to Better Wealth Advisory LLC by check or bank draft from US-based financial institutions.”
• “Payment requests for our fees will be preceded by an invoice.”
• “If a client terminates a planning service after the five businessday rescission period, we will assess our fee (minus any advance payment) on a daily prorated basis for work completed up to the date of termination.”

How Better Wealth Advisory LLC’s fees compare

• Its hourly rate of $200-$300 is below the New York median of $300. 25% of the 301 other New York planners that publish an hourly rate charge less.
• 6 of the 69 other planners in New York that publish an hourly rate charge less.
• Its flat or project fee of $300-$1,200 is below the New York median of $4,500. 4% of the 251 other New York planners that publish a flat or project fee charge less.
• None of the 52 other planners in New York that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Better Wealth Advisory LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Equity compensation
• Social Security
• Cash flow and budgeting
• Charitable giving

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

331691

Website

betterwealthadvisory.com (opens in new tab)

Phone

(646) 309-6279

Other planners in New York that publish fees

• Abernathy Group II LLCNew York$750/hr, $1,000/yr
• Allegory AdvisoryNew York$240/hr
• Altfest Personal Wealth ManagementNew York$250/hr, $1,250/qtr
• American Centurion Financial LLCNew York$475/hr
• American Financial & Tax Strategies, Inc.New York$660/hr, $2,500/qtr
• Amvoy WealthNew York$1,000⁠-⁠$20,000

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