Daniel Goodman
Daniel Goodman is a CFP-designated registered investment advisor at Good Better Best Financial Planning LLC, based in Idaho Falls, ID, with 4 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 3 clients with $22K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GBB uses third-party investment advisors for investment management services. GBB assists clients in selecting an appropriate allocation model, completing the outside manager's investor profile questionnaire, interacting with the outside manager, and reviewing the outside manager. The fees for investment management are included in the wealth management fees, which are a one-time fee plus a recurring monthly fee.
Contact
Daniel Goodman
Location
Idaho Falls, ID
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Daniel Goodman is a Certified Financial Planner at Brightside, dedicating about half of his time to this role.
Employment History
Current Registrations
Good Better Best Financial Planning LLC
Previous Registrations
Q3 Advisors, LLC
Wt Wealth Management, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.