Fee-only adviser · Federal Way, WA
Better Financial Services, LLC
Better Financial Services, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Federal Way, Washington. On its latest Form ADV, filed September 15, 2026, it reports $111M in regulatory assets under management, 82 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 329520 · SEC file 801-137261 |
| Office | 31919 6th Ave S Suite A300 Federal Way, WA 98003 |
| Phone | (206) 234-7516 |
| Website | www.gotobfs.com |
| Regulatory assets under management | $111M |
| Individual clients | 41 non-high-net-worth, 41 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets, Hourly |
| Services | Financial planning, Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | September 15, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Federal Way
- 180 Wealth Advisors, LLC $1.4B
- American Northwest Advisory Services L.L.C. $41M
- Park Wealth Management $12M
- Strategic Asset Management $5.1M
See all 5 fee-only advisers in Federal Way →
Nearby
- Tacoma 10 firms
- Puyallup 3 firms
- University Place 1 firm
- Gig Harbor 8 firms
- Fox Island 1 firm
- Mercer Island 4 firms
- Port Orchard 2 firms
- Issaquah 4 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Better Financial Services, LLC? Update this listing.