Better Planning Better Life Inc.

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Seal Beach, California
CRD number
343636
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Better Planning Better Life Inc. is a California-based corporate advisory firm owned by an individual and state-registered in California. The firm focuses on delivering financial planning and portfolio management for individuals and small businesses, and it lists pension consulting services and educational seminars/workshops among its core advisory activities. Its fee arrangements are flexible, including asset-based fees, hourly charges, and fixed-fee engagements. The firm indicates an affiliation with an insurance company, which may reflect a distribution or product relationship for insurance-based solutions. It does not identify itself as an active ESG investor and is not described as a capital allocator or a multi-state adviser.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Jonathan West

    Jonathan West

    Financial PlannerCRD 6701860

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Seal Beach, CA

Orange

Location

Seal Beach, CA

Headquartered in Seal Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
311 Main St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth