BETTER POCKETS FINANCIAL

RIASEC Registered

Total AUM

$8.3M

Discretionary

$7.3M

87% of AUM

Avg account

$99.3K

Accounts

Employees

Advisory reps

Firm details

Headquarters: FORT COLLINS, Colorado
CRD number: 317366
Website: www.betterpocketsfinancial.com
Custodians: ALTRUIST FINANCIAL LLC, ASSETMARK TRUST CO., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals88.35%
Pension & Profit Sharing Plans11.65%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Better Pockets Financial is an independent registered investment adviser organized as an LLC that serves both individual/family and institutional clients. The firm functions as a capital allocator and offers a mix of services including financial planning, portfolio management for individuals and small businesses, pension consulting, selection of third‑party advisers, and investor education through seminars and workshops. Fee arrangements include percentage of assets under management, hourly charges, and fixed fees. The firm identifies as an active ESG investor, suggesting environmental, social, and governance criteria factor into its investment approach.