# Better Pockets Financial

> Better Pockets Financial is a state-registered investment advisory firm in Fort Collins, CO, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 5, 2026.

- CRD: 317366
- Filed as: BETTER POCKETS FINANCIAL
- Legal name: Better Pockets Financial LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Fort Collins, CO
- Filing period: October 2026
- Form ADV filing dated: May 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/317366
- AdvisorCensus page: https://advisorcensus.com/firm/better-pockets-financial-fort-collins-co-317366

## Quick answers

**How is Better Pockets Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Better Pockets Financial reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Better Pockets Financial located?**
Better Pockets Financial's principal office is in Fort Collins, CO, according to its Form ADV.

**Is Better Pockets Financial registered with the SEC or a state?**
Better Pockets Financial is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 317366.

**How much does Better Pockets Financial manage?**
Better Pockets Financial reports $8,342,976 in regulatory assets under management in its Form ADV filing dated May 5, 2026 (87% discretionary).

**What types of clients does Better Pockets Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (36); pension and profit sharing plans (but not the plan participants or government pension plans) (5).

**Does Better Pockets Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/317366

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $8,342,976
- Discretionary: $7,284,538
- Non-discretionary: $1,058,438

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 36 | $7,371,283 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $971,693 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2022 (4 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CO, LA, NY, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- betterpocketsfinancial.com
- Facebook @betterpocketstexas
- Facebook @Better-Pockets-Financial
- LinkedIn @better-pockets-financial
- LinkedIn @clinton-edgar
- LinkedIn @james-suttles-001
- LinkedIn @joshuawnewell
- LinkedIn @sarahlassberg
- LinkedIn @steven-munoz-07124918
- YouTube @betterpocketsfinancial

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Better Pockets Financial (CRD 317366): Form ADV filing data as of October 2026.