Better Pockets Financial provides comprehensive financial planning and investment management services designed to help clients navigate various life stages, from early career planning to retirement. Better Pockets Financial offers three ongoing financial planning packages—Cornerstone, Wealth, and Capstone—covering topics such as budgeting, debt strategy, cash flow management, retirement planning, tax strategies, estate planning, and real estate investing. Clients can engage Better Pockets Financial for standalone financial planning, standalone investment management, or a combined wealth management approach. Investment management services utilize third-party platforms and custodians such as AssetMark, Altruist, and Charles Schwab, allowing clients to invest in a risk-appropriate manner tailored to their goals. Additionally, Better Pockets Financial provides project-based planning, hourly consultations, and group retirement plan services for employers.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.25% |
Fees are negotiable. Family householding is available for immediate family members living in the same principal residence. Additional platform and custodian fees apply.