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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.
For important disclosures, see our disclosure documents. For privacy information, see our Privacy Policy. For questions or concerns, contact us at compliance@smarterwaywealth.com or (646) 418-2867.
Disclosures last updated 2026-04-28. © 2026 Smarter Way Wealth, LLC. All rights reserved.
Last updated 2026-07-28
Smarter Way Wealth, LLC (“we,” “our”) operates youarepayingtoomuch.com. This notice explains what we collect when you visit, how we use it, and how to contact us about your information.
The site offers a fee-savings calculator. Calculator assumptions such as portfolio value, fees, growth rate, and time horizon are processed in your browser, may be reflected in the URL, and may be included in analytics events so that we can understand how the tool is used. Calculator results are hypothetical and are not an account application. Do not enter confidential or personally identifying information into the calculator.
If you submit a vote on an interactive poll, contact us, or sign up to be notified, we receive the information you choose to share (such as your selection or contact details).
If you continue to smarterwaywealth.com and schedule a meeting through its embedded Calendly scheduler, Calendly receives the information needed to arrange the meeting, including your name, email address, conferencing choice, and any optional note you choose to provide. Please do not include account numbers, passwords, or other sensitive information in that note. We do not send your Calendly form responses to PostHog.
Our hosting provider (Vercel), error-monitoring provider (Sentry), and analytics provider (PostHog) may receive standard technical and usage data — such as IP address, browser and device information, referring or campaign information, pages viewed, clicks, timestamps, and an anonymous identifier stored in your browser — for the purpose of operating, securing, and improving the site.
PostHog may also record a replay of a browsing session, including page navigation and interactions. Password, email, and telephone input fields are configured to be masked in these recordings. You should still avoid entering sensitive financial or personal information into ordinary website fields.
We use the information described above to operate and secure the site, monitor and fix errors, understand site and campaign performance, improve the visitor experience, and respond to inquiries you send us. We do not sell personal information.
Our sites are hosted on Vercel, use Sentry for error monitoring, PostHog for product analytics and session replay, and Calendly for meeting scheduling on smarterwaywealth.com. These providers process data on our behalf under their own privacy practices.
Smarter Way Wealth, LLC is a registered investment adviser in the State of Connecticut (CRD #342140). Registration does not imply a certain level of skill or training.
Information provided on this site, including the fee-savings calculator, is for educational purposes only and does not constitute investment advice, a solicitation, or a recommendation to buy or sell any security. Calculator outputs are hypothetical illustrations based on assumptions you provide; actual results will vary, and calculator use does not establish an advisory relationship with Smarter Way Wealth, LLC. Past performance is not indicative of future results. All investing involves risk, including possible loss of principal.
Connecticut residents and residents of other states with applicable privacy laws may have rights to access, correct, or delete personal information we hold about them. To make a request, or for any other privacy question, contact us at compliance@smarterwaywealth.com or (646) 418-2867.
We will update this page when our practices change. The “Last updated” date above reflects the most recent revision.