Good Better Best Financial Planning LLC

Overview

Good Better Best Financial Planning LLC is a small, independent registered investment adviser that provides financial planning and discretionary portfolio management to individuals and families. The firm positions itself as a capital allocator, working directly with clients and selecting third-party managers where appropriate, though its current scale suggests a limited use of external private managers. Advisory services include comprehensive financial planning, ongoing portfolio oversight for individuals and small businesses, selection of outside advisers, and educational seminars or workshops. The firm identifies as an active ESG investor, which indicates integration of environmental, social and governance considerations into manager selection and portfolio construction. Fee arrangements are flexible: the firm charges a percentage of assets under management, and also offers hourly and fixed-fee engagements, allowing it to serve both ongoing wealth management clients and one-off planning relationships. Ownership is individual, and the adviser operates as a single-state RIA rather than a multi-state or pension consultant practice.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices