Charles Peterson
The Goff Financial Group · Houston, Texas
Charles Peterson is a fee-only financial advisor at The Goff Financial Group in Houston, Texas. The Goff Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | The Goff Financial Group |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $674.4M across 646 accounts |
| SEC registration | Investment adviser representative in TX · CRD 1938383 |
| Exams passed | Series 63 (1991) · Series 65 (2017) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.gofffinancial.com |
How Charles's firm compares
- The Goff Financial Group's average account is about $1.0 million, from its Form ADV (assets managed divided by 646 accounts).
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Questions about Charles
Is Charles Peterson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and The Goff Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Charles charge for financial advice?
Charles's firm, The Goff Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Charles Peterson based?
Charles Peterson is based in Houston, Texas.
Is Charles Peterson registered with the SEC?
Yes. Charles Peterson is registered as an investment adviser representative in TX (CRD 1938383), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Goff Financial Group manage?
The Goff Financial Group reports $674.4M across 646 accounts in assets under management.
How do I contact Charles Peterson?
Through Charles's website, www.gofffinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
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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