Better Financial Services, LLC
Firm details
- Headquarters
- Federal Way, Washington
- CRD number
- 329520
- Registered since
- September 11, 2026
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI81.26%
- Individuals18.06%
- Pension & Profit Sharing Plans0.45%
- Corporations / Businesses0.23%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Better Financial Services, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2026. The firm is owned by an individual and focuses its advisory practice on individuals and families, offering financial planning and portfolio management for individual clients and small businesses. Its billing combines a percentage of assets under management with hourly charges. The adviser does not identify as an active ESG investor, is not structured as a multi-state adviser, and does not operate as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- US Government Bonds10%
- Public Funds/Mutual Funds5%
- Cash & Cash Equivalents5%
Contacts
2 of 2
Saket Sengar
Owner, Investment Advisor RepresentativeCRD 5336781
Ruchi Sengar
Financial AnalystCRD 8132275
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Federal Way, WA
King
Location
Federal Way, WA
Headquartered in Federal Way, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- King
- Address
- 31919 6th Ave S
- Time zone
- PT (UTC-8)
- Office locations
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