CRD: 325406
Good Better Best Financial Planning LLC
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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-22-2023
- Office Locations
- 1
Office Locations
About Good Better Best Financial Planning LLC
Good Better Best Financial Planning is an Idaho Falls, ID fee-only firm providing values-based, collaborative financial planning and investment management for families—from newlyweds to parents and small family businesses—covering budgeting, student loans, home buying, college and retirement planning, insurance and estate coordination. Founder Daniel Goodman is a CFP professional and XY Planning Network member, and the firm runs “Financial Home Evenings” to build family financial literacy. Uses Altruist; portfolios are primarily ETF-based.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Daniel Ryan Goodman
Certified Financial Planner, Chief Compliance Officer, FOUNDER
- CRD
- #6797466
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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