Carol Gosho
Gosho Financial Group · San Mateo, California
Carol Gosho is a fee-only financial advisor at Gosho Financial Group in San Mateo, California, who holds the CFP credential. Gosho Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Gosho Financial Group |
|---|---|
| Based in | San Mateo, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $25.1M across 33 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 869116 |
| Exams passed | Series 63 (1982) · Series 65 (1994) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.goshogroup.com |
| Profile |
How Carol's firm compares
- Gosho Financial Group's average account is about $761,000, from its Form ADV (assets managed divided by 33 accounts).
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Questions about Carol
Is Carol Gosho a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Carol holds no broker registration, and Gosho Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Carol charge for financial advice?
Carol's firm, Gosho Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Carol Gosho based?
Carol Gosho is based in San Mateo, California.
What credentials does Carol Gosho hold?
Carol Gosho holds the CFP credential.
Is Carol Gosho registered with the SEC?
Yes. Carol Gosho is registered as an investment adviser representative in CA (CRD 869116), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Gosho Financial Group manage?
Gosho Financial Group reports $25.1M across 33 accounts in assets under management.
How do I contact Carol Gosho?
Through Carol's website, www.goshogroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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