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Crunching the numbers for your scenario. This should only take a moment.
Crunching the numbers for your scenario. This should only take a moment.
Smarter Way Wealth, LLC is a registered investment adviser in the State of Connecticut (CRD #342140 — verify on IAPD). Registration does not imply a certain level of skill or training. Smarter Way Wealth transacts advisory business only with residents of states in which it is registered, or where it is excluded or exempted from registration.
Information provided is for educational purposes only and does not constitute investment advice, a solicitation, or a recommendation to buy or sell any security. Past performance is not indicative of future results. All investing involves risk, including possible loss of principal.
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Disclosures last updated 2026-04-28. © 2026 Smarter Way Wealth, LLC. All rights reserved.
Potential savings over 20 years.
Smarter Way Wealthdelivers personal, real human fiduciary advice and planning for a simple $100/month. Period.
David Van Osdol, CFA, CFP®
Calculate your potential additional wealth using your own numbers.
Portfolio value
Amount*
Paying $100 a month
$4,604,000$4,604,000
Paying 1.00% of assets
$3,815,000$3,815,000
Difference
$788,000$788,000
Same portfolio. Same market assumption. Different fee structure.
A registered investment advisor that offers an investment and financial planning relationship with an experienced, highly credentialed advisor — for just $100 a month.
Because not everyone needs to be paying massive, asset-based fees to get good advice.
David Van Osdol, CFA Charter Holder and CFP Professional with over 20 years’ experience. You will work directly with him.
Yes
No
No need to move your accounts.
Ready when you are
Not sure yet?
Talk to David first for 15 minutes to see if you are a good fitNo obligation. Nobody will try to sell you anything.
Personalized investment advice begins only after becoming a client.
