# Ian Goldey

> Ian Goldey is a fee-only financial advisor at GoTo Financial in Westlake Village, California. Ian charges a percentage of assets, hourly fees, a flat fee or retainer and a one-time planning fee ($650 an hour and 1.25% a year on the first tier of assets managed) and focuses on tax planning, family wealth transfer and small business owners.

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

## Facts

- **Firm:** GoTo Financial
- **Based in:** Westlake Village, California
- **Fee model:** Percentage of assets; Hourly; Flat fee or retainer; One-time planning fee
- **Fees (firm's website):** $650 an hour; 1.25% a year on the first tier of assets managed; no asset minimum
- **Assets under management (firm):** $64.1M across 136 accounts
- **Specialties:** Tax planning, Family wealth transfer, Small business owners
- **Works with:** Multi-generational families
- **CRD:** 2745012 (https://adviserinfo.sec.gov/individual/summary/2745012)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (1996), Series 65 (1996)
- **Firm size:** 2 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.goto-financial.com

## Frequently asked questions

### Is Ian Goldey a fee-only financial advisor?

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

### How does Ian charge for financial advice?

Ian charges a percentage of assets, hourly fees, a flat fee or retainer and a one-time planning fee.

### How much does Ian charge?

According to GoTo Financial's website, checked October 30, 2026: $650 an hour; 1.25% a year on the first tier of assets managed; no asset minimum.

### Where is Ian Goldey based?

Ian Goldey is based in Westlake Village, California.

### What does Ian specialize in?

Ian's specialties include tax planning, family wealth transfer and small business owners. Ian works with multi-generational families.

### Is Ian Goldey registered with the SEC?

Yes. Ian Goldey is registered as an investment adviser representative in CA and TX (CRD 2745012), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does GoTo Financial manage?

GoTo Financial reports $64.1M across 136 accounts in assets under management.

### How do I contact Ian Goldey?

Through Ian's website, www.goto-financial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2745012): 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://goto-financial.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.