$11.9M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
74 ADV. Clients
11 yrs Firm Age
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- Custodian
- Altruist ยท Bank OF America
- Clients
- Retail
- Platforms
- CatalystMeridian +more
- Established Date
- 10-10-2014
- Office Locations
- 1
Office Locations
-- Lexington SC
About Better Things Financial Partners LLC
Better Things Financial Partners is a Lexington, SC investment advisory firm focused on retirees and retail clients, delivering personalized retirement roadmaps alongside investment management and insurance planning. The practice emphasizes asset allocation and risk management, with portfolios leaning heavily on ETFs. Led by Chip Estes, CRPC, who brings 15 years of industry experience; custody includes Altruist.
Team overview
61 AVG AGE
$11.9M AVG AUM / ADVISOR
$161.2K AVG AUM / CLIENT
11.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
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Asset Classes
Pioneer wave Glacier
Client Personas
Catalyst
Custodian
Meridian delta Focus zenith Vital
Investment Themes
Ridge Matrix Eagle
Investment Vehicles
Meridian element
Services
Bridge Matrix radial Alpha bridge Eagle pioneer Vital Peak eagle Radial pathway Vector Summit legacy
Technology
Ridge matrix Crest delta Pathway catalyst
Owner & Executives
C
CHARLES SCOTT ESTES
Chief Compliance Officer, Managing Member, President
- CRD
- #4803900
- Ownership
- 75% or more
(457) 347-1253
alpha.matrix@summitcapital.com
in linkedin.com/in/element-legacy
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $11,927,000 | -- |
| Total | $11,927,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,927,000
Equity - Exchange:
30.4% Other:
69.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,381,154,880 | 30.4% |
| Other | $3,162,117,751 | 69.6% |
| Total | $4,543,272,631 | 100.0% |