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Better Financial Education Review

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Better Financial Education, registered in 2010, serves 1 state(s) with a licensed staff of 1 advisors. Better Financial Education manages $0.00 and provides investment advisory services for 73 clients (1:73 advisor/client ratio).



Firm Information


Summary Firm
Overall Rating
Minimum Investment $100,000
Average Client Balance $0
Total AUM $0.00
Fee Range AUM fees range from 0.40%-1.20% depending on account balance. Please contact us for more details.
Advisor / Client Ratio 1:73
Languages Offered English, Spanish
Specialities Retirement Planning, Investment Planning and Management, Inherited Wealth, Socially Responsible Investment
Clientele Works primarily with clients residing in the United States.
Website Visit Site
Phone Number 916-303-7777
Headquarters Roseville, CA
Locations See locations
Facebook Visit Profile
Twitter larryfranksr
LinkedIn Visit Profile
SEC Filings View SEC IAPD CRD #155213

Investment Philosophy


As a firm, our focus is to understand your goals and develop a plan to reach them. Planning comes first, and that guides investing specific to those plans. The ultimate goal? To provide you meaningful insights and understanding into your own financial situation. Not what you already know, but from different perspectives into what you don't know and see YET. That's a better financial education.



Disciplinary Questions


After checking the disciplinary records of Better Financial Education, our system found no disciplinary questions to ask. Checks take place monthly.



Conflict Questions


After checking the regulatory records of Better Financial Education, our system found no conflict questions to ask. Checks take place monthly.



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Disciplinary History


An important aspect of the Trust Algorithm is processing the SEC Form ADV Part 1 filing of each Registered Investment Advisor (RIA). “Item 11 Disclosure Information” contains a list of valuable disclosures that are relevant for Americans.

As identified in SEC Form ADV Part 1, Item 11 “Disclosure Information”, the Trust Algorithm identified the following disciplinary disclosures for Better Financial Education:




Cost


Unfortunately, there is no single, uniform pricing standard for working with a financial advisor. Catchphrases, including "fee-only," can be helpful; however, Americans often get confused with competitors promoting "fee-based" in response.

Ultimately, to understand the underlying costs of advisory services, we always recommend asking for an itemized fees breakdown and reading the firm's ADV Part 2 Brochure (Item 5, "Fees and Compensation").


View Fee Disclosures




FAQs





Other Firms


Capital Benchmark Partners, Blue Zone Wealth Advisors, Jecohen & CO, CMG Financial Consulting




This automated report was generated using SEC and FINRA data and was last updated on June 4th, 2021*. For data support, email "support@investor.com". Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. Learn more.


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