Better World Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
1
0% high-net-worth
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
1
Very LowAverage account size
$0
About
Better World Planning provides advice-only financial planning to individuals and high-net-worth clients, delivering services primarily through virtual meetings. Its services include comprehensive financial, tax, and estate planning, cash-flow and retirement analysis, and optional tax-preparation and educational offerings.
The firm does not manage client assets, accept custody, or provide discretionary investment management; investment recommendations are made as part of planning (often referencing modern portfolio theory and passive mutual fund/ETF strategies) and clients implement them with custodians of their choosing. BWP operates on a flat subscription and one-time planning engagement model and maintains a limited client roster to manage service capacity.
Notable distinctions include an explicit integration of health and wellness education (including access to a third‑party lab/wellness platform and fitness programming led by a certified personal trainer) alongside financial planning, and the availability of an online academy. The founder’s concurrent full‑time operational role at a separate company (Uprise.us) and the firm’s stated conflict‑mitigation measures, plus the firm’s fee‑only, non‑AUM pricing approach, differentiate it from many independent solo advisers.
Client services
Financial planning
Expertise
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
General tax planning
Fee options
$350/month for comprehensive planning membership; $4,000 one-time comprehensive financial plan; Tax preparation fees: $400 for personal tax return, $600 for personal tax return with business income, $350-$500 for amended returns
$250 per hour for hourly consultation
Fee-only: $350 per month subscription for comprehensive planning membership; $4,000 one-time comprehensive financial plan; $250/hour for hourly consultations
Main office location
Better World Planning
Snowflake AZ, United States
Number of offices
1
Most active in
Better World Planning has reported serving >5 clients in these states in the last 12 months.
Arizona
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.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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