Better Financial Services, LLC

Overview

Better Financial Services, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. Its fee model combines a percentage-of-AUM schedule with hourly charges for planning or advisory work. The adviser is not positioned as a capital allocator and does not identify as an active ESG investor; it also does not operate as a multi-state or pension consulting specialist.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices