# Good Better Best Financial Planning

Good Better Best Financial Planning is an Asset Manager based in Durham, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Durham, United States
- **Region:** North America
- **Address:** Durham, NC, United States
- **Assets under management:** Undisclosed
- **Website:** gbbfinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/danielgoodmanr1

## Regulatory record

- **CRD number:** 325406
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/325406

## About

GOOD BETTER BEST FINANCIAL PLANNING LLC is a state-registered investment adviser. The firm manages approximately $1 million in regulatory assets. It has 1 employee and 1 investment adviser.

## People

- Michele R. Dunning — Founder & Financial Planner

## Questions

### Is Good Better Best Financial Planning a fiduciary?

Yes. As a fee-only registered investment advisor, the firm is legally bound by the fiduciary standard under the Investment Advisers Act of 1940, meaning it must fully disclose conflicts of interest and put client interests above its own. Its Form ADV filing documents this obligation, and the firm's compensation model — client-paid fees rather than commissions — removes a structural source of sales-driven bias.

### What is the firm's fee model — AUM-based, hourly, flat-fee, or retainer?

Good Better Best Financial Planning describes a dual fee model typical of solo RIAs: comprehensive financial plans are delivered on a flat-fee or hourly project basis, while clients who want ongoing investment management pay an annual fee calculated as a percentage of assets under management. The firm does not sell commissioned insurance or investment products.

### What client segment does the firm primarily serve?

Michele R. Dunning holds the Retirement Income Certified Professional designation, which shapes the practice toward pre-retirees and retired households in the Research Triangle area of North Carolina. Her public listings indicate an emphasis on sustainable retirement withdrawal strategies, Social Security claiming optimization, and income planning for individual investors rather than institutional accounts or ultra-high-net-worth families.

### Is the firm affiliated with a broker-dealer or insurance company?

The firm reports in its regulatory filings that it is an independent registered investment advisor with no broker-dealer relationship. This independence allows it to select investments and insurance products for clients without the product-line restrictions or sales quotas that can arise from broker-dealer or insurance-company affiliations. No outside entity owns a stake in the advisory practice.

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- [Watershed Wealth](https://altss.com/profile/watershed-wealth)
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Last updated: 2026-06-03T20:00:00.000Z

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