Good Better Best Financial Planning LLC
Assets Under Management
$22K
Number of Clients
3
Number of Advisors
1
Average Client AUM
$7K
AUM per Advisor
$22K
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Good Better Best is a fee-only investment adviser offering wealth management and financial planning services. Wealth management includes investment management through third-party investment advisers and ongoing financial planning. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, risk management, and tax planning. Seminars are also offered.
Fee Structure
Good Better Best charges a one-time fee and a recurring monthly fee for wealth management services, with fees varying based on the complexity and specific needs of the client. The Basic plan is $300 one-time plus $75/month, the Comprehensive plan is $600 one-time plus $150/month, and the Advanced plan is $1200 one-time plus $450/month. Project-based financial planning is offered at an hourly rate of $250. Fees for seminars and speaking engagements range from $100 to $5,000. Fees are negotiable and outlined in the advisory contract.
Areas of Practice
Location
ID, United States