Jeffrey Goering
Diamond Client Group · The Woodlands, Texas
Jeffrey Goering is a fee-only financial advisor at Diamond Client Group in The Woodlands, Texas, who holds the CFP and ChFC credentials. Jeffrey focuses on founders (pre-exit), small business owners and tax planning. Diamond Client Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Diamond Client Group |
|---|---|
| Based in | The Woodlands, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $185.8M across 714 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in PA, TN, TX, VA · CRD 5850934 |
| Exams passed | Series 63 (2014) · Series 65 (2016) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | diamondclientgroup.com |
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Questions about Jeffrey
Is Jeffrey Goering a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Diamond Client Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Diamond Client Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jeffrey Goering based?
Jeffrey Goering is based in The Woodlands, Texas.
What does Jeffrey specialize in?
Jeffrey's specialties include founders (pre-exit), small business owners, tax planning, estate & legacy planning and family wealth transfer. Jeffrey works with founders, ultra high net worth and multi-generational families.
What credentials does Jeffrey Goering hold?
Jeffrey Goering holds the CFP and ChFC credentials.
Is Jeffrey Goering registered with the SEC?
Yes. Jeffrey Goering is registered as an investment adviser representative in PA, TN, TX and VA (CRD 5850934), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Diamond Client Group manage?
Diamond Client Group reports $185.8M across 714 accounts in assets under management.
How do I contact Jeffrey Goering?
Through Jeffrey's website, diamondclientgroup.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
- Diamond Client Group 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.
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