Become a client

One flat fee. $100 a month.

No commissions, no products, and no percentage of your money. Your fee stays exactly the same as your portfolio grows.

You fill in three fields
Name, email, and your state. It takes about a minute.
David sends one email
The advisory agreement to sign, with the firm's Form ADV Part 2 and Form CRS attached. No separate confirmation step to click through.
You sign — and that's the start
Nothing is owed and nothing begins until you do. Your money stays where it is; Smarter Way Wealth never takes custody of client funds.

Your name

This is where the agreement goes, so use one you check.

What state do you live in?

Roughly how much is in your investment accounts?

A rough range is fine. No account numbers, ever.

Anything David should know? (optional)

Please don't include account numbers, passwords, or other sensitive information.

Personalized investment advice begins only after becoming a client. Signing the agreement is what starts the relationship — submitting this form does not obligate you to anything.

Two things worth knowing first

There is a $250,000 minimum.: That is the standard minimum in investable assets disclosed in the firm's Form ADV Part 2A. It can be waived at the firm's discretion — if you are close, say so and David will tell you honestly.
The firm is registered in Connecticut.: Most states allow an out-of-state adviser to serve a limited number of their residents without separate registration, so living elsewhere is usually fine. David confirms it before anything is signed.

Not sure yet?

Talk it through first. Fifteen minutes over Zoom, nothing to prepare, and nobody will try to sell you anything.

Meet David for 15 minutes

Read the FAQ first

Crunching the numbers for your scenario. This should only take a moment.

Two things worth knowing first

There is a $250,000 minimum.

That is the standard minimum in investable assets disclosed in the firm's Form ADV Part 2A. It can be waived at the firm's discretion — if you are close, say so and David will tell you honestly.

The firm is registered in Connecticut.

Most states allow an out-of-state adviser to serve a limited number of their residents without separate registration, so living elsewhere is usually fine. David confirms it before anything is signed.

You fill in three fields

David sends one email

You sign — and that's the start

Two things worth knowing first

You fill in three fields

David sends one email

You sign — and that's the start

Two things worth knowing first