# Best Invest

> Best Invest is an SEC-registered investment advisory firm in San Antonio, TX, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 24, 2026.

- CRD: 297599
- Filed as: BEST INVEST
- Legal name: Fearless Solutions LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Antonio, TX
- Filing period: October 2026
- Form ADV filing dated: February 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/297599
- AdvisorCensus page: https://advisorcensus.com/firm/best-invest-san-antonio-tx-297599

## Quick answers

**How is Best Invest compensated?**
On its Form ADV (Item 5.E, October 2026), Best Invest reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Best Invest charge?**
Its Form ADV Part 2A brochure dated February 24, 2026 states: Hourly rate: $250 an hour (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Best Invest located?**
Best Invest's principal office is in San Antonio, TX, according to its Form ADV.

**Is Best Invest registered with the SEC or a state?**
Best Invest is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 297599.

**How much does Best Invest manage?**
Best Invest reports $296,378,147 in regulatory assets under management in its Form ADV filing dated February 24, 2026 (100% discretionary).

**How have Best Invest's assets and staff changed since 2021?**
In the Form ADV data for Best Invest: Regulatory assets under management: $162,612,980 in the October 2021 data and $296,378,147 in the October 2026 data, up 82%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Best Invest serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (571); high net worth individuals (80); corporations or other businesses not listed above (16).

**Which custodians does Best Invest use?**
Best Invest's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Best Invest report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/297599

**Does Best Invest state an account minimum?**
Its Form ADV Part 2A brochure dated February 24, 2026 says: "Best Invest does not impose a minimum account balance for the opening of an account with the Adviser."

**What changed in Best Invest's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $247,552,209 to $296,378,147 (+20%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated February 24, 2026)

- Account minimum: None

> Best Invest does not impose a minimum account balance for the opening of an account with the Adviser.

- Hourly rate: $250 an hour (financial planning and consulting services)

> We charge an hourly fee of $250 per hour for financial planning and consulting services, which may be negotiable depending upon the nature and complexity of the client’s circumstances.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $296,378,147
- Discretionary: $295,595,225
- Non-discretionary: $782,922

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 571 | $118,496,825 |
| High net worth individuals | 80 | $171,741,627 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $3,289,776 |
| Charitable organizations | 2 | $186,900 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 16 | $2,663,019 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CO, FL, NC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bestinvestsa.com
- Facebook @BESTINVESTSA
- LinkedIn @BESTINVESTSA
- LinkedIn @BRAD-DOBSON
- LinkedIn @JOHN-FOSDICK
- LinkedIn @lori-barker

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $162,612,980 | 3 | March 31, 2021 |
| October 2022 | $196,072,991 | 3 | June 10, 2022 |
| October 2023 | $169,601,273 | 4 | March 27, 2023 |
| October 2024 | $209,232,081 | 4 | August 13, 2024 |
| October 2025 | $247,552,209 | 4 | March 12, 2025 |
| October 2026 | $296,378,147 | 4 | February 24, 2026 |

Regulatory assets under management: $162,612,980 in the October 2021 data and $296,378,147 in the October 2026 data, up 82%.
Total employees: 3 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $247,552,209 to $296,378,147 (+20%).

### February 2026
- Registered or notice-filed in AZ.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Best Invest (CRD 297599): Form ADV filing data as of October 2026.