Coby Sullivan
Goodwin Investment Advisory · Woodstock, Georgia
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.
Request an introduction to Coby →
Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Assets under management | $397.0M across 403 accounts |
| SEC registration | Investment adviser representative in GA · CRD 7810909 |
| Exams passed | Series 63 (2024) · Series 65 (2024) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.goodwininvestment.com |
Request an introduction to Coby
Tell Coby a little about what you're looking for. Coby 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 Coby
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.
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
- Goodwin Investment Advisory 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.