Good Better Best Financial Planning LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Good Better Best (GBB) is a fee-only registered investment advisor offering wealth management and financial planning services. For investment management, GBB assists clients in selecting third-party investment advisors, choosing an appropriate asset allocation, and monitoring the outside manager. Financial planning involves working with a planner to develop and implement a financial plan, monitoring progress, and recommending changes as needed. GBB offers basic, comprehensive, and advanced tiers of wealth management services.

Assets Under Management$22K
Clients3
Advisors1
Avg. per Client$7.2K
Avg. per Advisor$22K

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)

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.

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Location

1 Advisors at this firm