Chad Goodchild
Kickstand Wealth Advisors · Pittsford, New York
Chad Goodchild is a fee-only financial advisor at Kickstand Wealth Advisors in Pittsford, New York, who holds the CFP credential. Chad focuses on retirement planning, estate & legacy planning and tax planning. Kickstand Wealth Advisors reports charging a percentage of assets on its Form ADV.
Request an introduction to Chad →
Specialties
Facts
| Firm | Kickstand Wealth Advisors |
|---|---|
| Based in | Pittsford, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $633.5M across 1,976 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY, TX · CRD 4023880 |
| Exams passed | Series 66 (2002) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.kickstandwealth.com |
| Profile |
How Chad's firm compares
- Kickstand Wealth Advisors's average account is about $321,000, from its Form ADV (assets managed divided by 1,976 accounts).
Request an introduction to Chad
Tell Chad a little about what you're looking for. Chad isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Chad
Is Chad Goodchild a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Chad holds no broker registration, and Kickstand Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Chad charge for financial advice?
Chad's firm, Kickstand Wealth Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Chad Goodchild based?
Chad Goodchild is based in Pittsford, New York.
What does Chad specialize in?
Chad's specialties include retirement planning, estate & legacy planning, tax planning and small business owners.
What credentials does Chad Goodchild hold?
Chad Goodchild holds the CFP credential.
Is Chad Goodchild registered with the SEC?
Yes. Chad Goodchild is registered as an investment adviser representative in NY and TX (CRD 4023880), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kickstand Wealth Advisors manage?
Kickstand Wealth Advisors reports $633.5M across 1,976 accounts in assets under management.
How do I contact Chad Goodchild?
Through Chad's website, www.kickstandwealth.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
- Kickstand Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.