RIA Intel›Advisers›South Carolina›BETTER THINGS FINANCIAL PARTNERS LLC

BETTER THINGS FINANCIAL PARTNERS LLC

Advisory

SC

Data as of Mar 16, 2026 · Source: SEC Form ADV

Average account
$98K
across 122 accounts
AUM per adviser
$12M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM
$12M
Discretionary %
0%
Clients
74
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$12M
Discretionary AUM$0
Non-Discretionary AUM$12M
Discretionary %0%
Total Clients74
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InSC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in SC

Closest by assets under management. All figures from Form ADV.

GREENFIELD/LEWIS INVESTMENT COUNSEL
$12M
WOLFF FINANCIAL PLANNING, LLC
$12M
QUESTIS PORTFOLIO PARTNERS, LLC
CHARLESTON, SC
$12M
UPSTATE FINANCIAL PLANNING, LLC
$12M
DANZELL INVESTMENT MANAGEMENT, LTD.
HILTON HEAD ISLAND, SC
$11M
-74.4% 1Y
COAST WEALTH MANAGEMENT GROUP, LLC
MYRTLE BEACH, SC
$13M

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