Wealthier Way, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,281,651
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Wealthier Way, LLC is an independent, fee-only registered investment adviser that provides comprehensive wealth management, limited-scope project-based financial planning, and discretionary portfolio management to individuals, families, trusts, estates, retirement plans, charitable organizations, and small businesses. The firm reports approximately $3.28 million in assets under management and offers employee benefit plan services to employer plan sponsors, including investment option review and participant education.
The firm’s investment approach emphasizes long-term, passive strategies built around asset allocation, diversified low-cost index mutual funds and ETFs, and periodic rebalancing, with portfolios tailored to each client’s goals, risk tolerance, and time horizon. Portfolio management is discretionary and implemented through an integrated third-party custodial platform that provides automated investment management, trade execution, and custodial services.
What is relatively distinctive about the firm is its offering of pension consulting and ongoing employee benefit plan services, which are less common among peers of this type and size; the brochure notes the firm treats rollover recommendations as fiduciary advice where applicable. The firm uses Betterment Advisor Solutions/Betterment Securities as its custodial and platform provider and discloses receipt of non-cash platform support services that benefit the adviser, a potential conflict the firm acknowledges in its disclosures.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
General retirement planning
Tax strategies for small businesses
Retirement plans for business owners (SEP, solo 401k)
Debt management
College savings (529s, UTMA, etc.)
Fee options
Plan Development Fee ranging from $500 to $3,000 (based on complexity), due upfront
$0 - $100,000: 1.85% More than $100,000+: 0.85%
Project-Based Financial Planning charged at $200 per hour
Minimum fee: Minimum annual planning fee of $2,000 for Full-Service Wealth Program Fee-only: Fee-only financial planning and portfolio management; no commissions or outside compensation received
Main office location
Wealthier Way, LLC
Sioux Falls SD, United States
Number of offices
1
Most active in
Wealthier Way, LLC has reported serving >5 clients in these states in the last 12 months.
South Dakota
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")