A complete list of active advisors currently associated with Better Wealth Advisory LLC

Warmer can help you find a great advisor at Better Wealth Advisory LLC or one who fits your needs even better.

Better Wealth Advisory serves individual and high‑net‑worth clients with comprehensive financial planning covering cash‑flow and debt management, retirement and Social Security strategies, education funding, risk management, and estate and charitable giving. The firm also offers periodic educational workshops and personal‑finance courses that are presented for informational purposes and do not solicit specific investment or insurance products. The firm’s investment guidance is oriented toward a passive, long‑term approach that emphasizes strategic asset allocation, low‑cost index funds and ETFs, tax‑efficient placement, periodic rebalancing, and dollar‑cost averaging. It provides investment consultation only and does not trade for clients, provide ongoing portfolio supervision, or charge percentage‑of‑assets fees; clients retain custody and execute transactions through their chosen service providers. Noteworthy differences from many peers include the regular offering of educational seminars (an uncommon service among independent advisers) and a fee model built around fixed retainers, project‑based engagements, and hourly work rather than AUM‑based billing. The firm also discloses that its principal maintains a substantial external finance role that occupies a significant portion of typical business hours, a staffing and availability factor prospective clients should consider.

To learn more about the advisors currently working at Better Wealth Advisory LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Juan Romero Daccarett	New York, NY	2

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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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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