Wealthier Way, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
Sioux Falls SD
Advisors at this office
1
Most active in
South Dakota
Also doing business as
Healthpro Financial Planning · Wealthier Way, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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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