Daniel R. Goodman

GOOD BETTER BEST FINANCIAL PLANNING LLC

Idaho Falls, ID

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CRD#: 6797466

Professional summary

Daniel Ryan Goodman, CFP®, who also goes by Daniel Goodman, is a registered financial advisor currently at GOOD BETTER BEST FINANCIAL PLANNING LLC located in Idaho Falls, Idaho and Q3 ADVISORS, LLC located in Idaho Falls, Idaho.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Daniel has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Daniel Goodman

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Daniel Goodman is a Certified Financial Planner/Tax Planning for Good Better Best Financial Planning. This activity accounts for approximately 25% of his time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Ryan Goodman's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

May 22, 2023 - Present

GOOD BETTER BEST FINANCIAL PLANNING LLC

RIA

CRD#: 325406

Idaho Falls, ID

Current

September 29, 2025 - Present

Q3 ADVISORS, LLC

RIA

CRD#: 284220

Idaho Falls, ID

Past

October 17, 2018 - May 29, 2020

WT WEALTH MANAGEMENT, LLC

RIA

CRD#: 169566

Flagstaff, AZ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Idaho
(5/22/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/10/2018

Uniform Investment Adviser Law Examination

Current Firm

GOOD BETTER BEST FINANCIAL PLANNING LLC

CRD#: 325406 / SEC#:

Idaho

Registered Investment Advisory firm - (5/22/2023 Approved)

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Contact information

Main Address

Idaho Falls, ID

Mailing Address

Phone number

(520) 204-6606

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	3
AUM (Assets Under Management)	$ 21,515

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Daniel R. Goodman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Ryan Goodman's CRS (Customer Relationship Summary).

Certified licenses

Experience

GOOD BETTER BEST FINANCIAL PLANNING LLC

Q3 ADVISORS, LLC

WT WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/10/2018

Current Firm

GOOD BETTER BEST FINANCIAL PLANNING LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GOOD BETTER BEST FINANCIAL PLANNING LLC

TRUST BUT VERIFY

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