# Coby Sullivan

> Coby Sullivan is a fee-only financial advisor at Goodwin Investment Advisory in Woodstock, Georgia. Coby focuses on retirement planning, tax planning and estate & legacy planning. Goodwin Investment Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/coby-sullivan/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Goodwin Investment Advisory
- **Based in:** Woodstock, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Fees (firm's website):** typically works with clients with $500,000 or more
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $397.0M across 403 accounts
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 7810909 (https://adviserinfo.sec.gov/individual/summary/7810909)
- **SEC registration:** Investment adviser representative in GA
- **Exams passed:** Series 63 (2024), Series 65 (2024)
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** http://www.goodwininvestment.com

## Frequently asked questions

### Is Coby Sullivan a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Coby holds no broker registration, and Goodwin Investment Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Coby charge for financial advice?

Coby's firm, Goodwin Investment Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### How much does Coby charge?

According to Goodwin Investment Advisory's website, checked October 30, 2026: typically works with clients with $500,000 or more.

### Where is Coby Sullivan based?

Coby Sullivan is based in Woodstock, Georgia.

### What does Coby specialize in?

Coby's specialties include retirement planning, tax planning and estate & legacy planning. Coby works with retirees and pre-retirees.

### Is Coby Sullivan registered with the SEC?

Yes. Coby Sullivan is registered as an investment adviser representative in GA (CRD 7810909), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Goodwin Investment Advisory manage?

Goodwin Investment Advisory reports $397.0M across 403 accounts in assets under management.

### How do I contact Coby Sullivan?

Through Coby's website, www.goodwininvestment.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7810909): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.goodwininvestment.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.