Erik Goodge
uVest Advisory Group · Newburgh, Indiana
Erik Goodge is a fee-only financial advisor at uVest Advisory Group in Newburgh, Indiana, who holds the CFP and CFA credentials. uVest Advisory Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | uVest Advisory Group |
|---|---|
| Based in | Newburgh, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $10.5M across 166 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in IN, LA, TX · CRD 6562264 |
| Exams passed | Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Erik's firm compares
- uVest Advisory Group's average account is about $64,000, from its Form ADV (assets managed divided by 166 accounts).
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Questions about Erik
Is Erik Goodge a fee-only financial advisor?
Yes. Erik Goodge is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Erik's firm.
How does Erik charge for financial advice?
Erik's firm, uVest Advisory Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Erik Goodge based?
Erik Goodge is based in Newburgh, Indiana.
What credentials does Erik Goodge hold?
Erik Goodge holds the CFP and CFA credentials.
Is Erik Goodge registered with the SEC?
Yes. Erik Goodge is registered as an investment adviser representative in IN, LA and TX (CRD 6562264), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does uVest Advisory Group manage?
uVest Advisory Group reports $10.5M across 166 accounts in assets under management.
How do I contact Erik Goodge?
Contact details aren't on file yet. Search for uVest Advisory Group.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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