Smarter Way Wealth, LLC is a Connecticut-registered investment adviser offering financial and investment planning for a flat fee of $100 per month. Clients work directly with David Van Osdol, a CFA charterholder and CFP professional with more than 20 years of experience. The firm provides integrated financial planning, in-depth portfolio analysis, and clear, specific recommendations, while allowing clients to keep their accounts with their existing providers and retain control of their investment decisions.

Smarter Way Wealth’s approach combines professional advice with transparent pricing that does not automatically increase with a client’s assets. The firm uses technology to streamline administrative work, offers virtual meetings, and draws on published model portfolios from established firms. Its services may suit people seeking ongoing guidance who are comfortable placing trades themselves, but the firm notes that it is not the right fit for everyone. Prospective clients can schedule a 15-minute video conversation with David to discuss their needs and whether the relationship makes sense.