Build a Better Financial Future LLC

Build a Better Financial Future LLC at a glance

• One of 480 fee-only firms based in New York in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 170 employees and 4,552 individual clients, 1,139 of them high net worth.
• Its average account is about $341,000 (assets it manages divided by its 14,645 accounts).
• Its website says it's taking new clients.
• It works with clients virtually as well as in person.

Fee-only advisors in New York · What fee-only advisors charge in New York

Facts

Build a Better Financial Future LLC fees

Build a Better Financial Future LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, flat fee. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (1)

• Luis Rosa

  CFP · EA