Smarter Way Wealth fees

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 23, 2026. Fees can change.

Monthly fee

$100/mo

“Fee Schedule Flat fee of $100 per month.”

Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.

Adviser record on IAPD (opens in new tab)

At a glance

Also charges a % of assets

No

Minimum

None stated in the brochure

Credentials held at the firm

CFP® professional (opens in new tab) and CFA

Team size

Solo practice (one employee)

Registered since

2026

How Smarter Way Wealth bills

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

• “Billing Method Monthly in arrears via ACH debit.”
• “Termination and Refund Either party may terminate with written notice.”
• “No refund is provided (arrears billing).”

About Smarter Way Wealth

Planning areas mentioned in the brochure

• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Flat or fixed fees and monthly planning fees

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported on Form ADV as of October 23, 2026

CRD number

342140 (opens in new tab)

Website

smarterwaywealth.com (opens in new tab)

Phone

(646) 418-2867

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