Wealthier Way, LLC fees and pricing
Financial planner in Sioux Falls, South Dakota. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Wealthier Way, LLC charges $200 an hour and an annual fee of $2,000 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.
- Hourly rate
- $200/hr
“The hourly rate is $200 per hour and is billed in 15-minute increments, and a partial increment will be treated as a whole increment.”
- Annual fee
- $2,000/yr
“Clients engaged in the Full-Service Wealth Program are subject to a minimum annual planning fee of $2,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wealthier Way, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is due in advance at the commencement of the engagement.”
- “The annual planning fee is calculated annually and paid monthly or quarterly, in arrears, depending on the client’s preference.”
- “Employee Benefit Plan Services Employee benefit plans are assessed an annualized asset-based fee of 0.50 percent that is billed quarterly in arrears and is based on the average daily balance of plan assets during the previous quarter.”
How Wealthier Way, LLC’s fees compare
- Its hourly rate of $200 is below the South Dakota median of $250. 15% of the 13 other South Dakota planners that publish an hourly rate charge less.
- None of the 8 other planners in Sioux Falls that publish an hourly rate charge less.
- Its annual fee of $2,000 is above the South Dakota median of $1,600. 60% of the 5 other South Dakota planners that publish an annual fee charge less.
- 3 of the 4 other planners in Sioux Falls that publish an annual fee charge less.
About Wealthier Way, LLC
“B |Types of Advisory Services We offer comprehensive wealth management, limited-scope financial planning, and discretionary portfolio management services to our clients.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Founded: 2019 (7 years).
Planning areas mentioned in the brochure
- Estate planning
- College planning
- Business owners
- Equity compensation
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.85% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $3,281,651
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 304347
- Phone
- (913) 787-1052
Other planners in Sioux Falls that publish fees
- Alternative Strategies Group, Inc.Sioux Falls$1,000
- Aspen Private Advisors, LLCSioux Falls$400/hr, $50,000
- Hyline WealthSioux Falls$150-$250/hr, $1,000
- Impact Wealth ManagementSioux Falls$375/hr, $4,000
- Intelligent InvestmentsSioux Falls$200/hr
- Resolve Capital Management LLCSioux Falls$500-$5,000, $3,000/yr
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.