Better Things Financial Partners LLC fees and pricing
Financial planner in Lexington, South Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 16, 2026, Better Things Financial Partners LLC charges a flat or project fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,000
“FINANCIAL PLANNING and CONSULTING BTFP charges a negotiable fixed fee for financial planning and consulting with the maximum fee of $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Better Things Financial Partners LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Method of Compensation and Fee Schedule BTFP bases its fees on a percentage of assets under management and negotiable fixed fees.”
- “Fees are billed Quarterly in arrears based on the amount of assets managed as of the last business day of the previous quarter.”
- “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”
How Better Things Financial Partners LLC’s fees compare
- Its flat or project fee of $5,000 is above the South Carolina median of $3,000. 58% of the 65 other South Carolina planners that publish a flat or project fee charge less.
- 1 of the 3 other planners in Lexington that publish a flat or project fee charge less.
About Better Things Financial Partners LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2014 (12 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 74
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $11,927,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 172601
- Phone
- (803) 622-3868
Other planners in Lexington that publish fees
- Brightworks Financial Planning LLCLexington$250-$350/hr, $175-$475
- CMC Wealth Management, LLCLexington$200-$500/hr
- Limehouse Wealth Management LLCLexington$1,000-$10,000
- Wayfinder Wealth Warriors LLCLexington$500/hr, Up to $20,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.