# Jessica Goedtel

> Jessica Goedtel is a fee-only financial advisor at Pavilion Financial Planning in Allentown, Pennsylvania, who holds the CFP and EA credentials. Pavilion Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jessica-goedtel/
Built from public directory listings; last checked October 27, 2026.

## Facts

- **Firm:** Pavilion Financial Planning
- **Based in:** Allentown, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $4.3M across 60 accounts
- **Credentials:** CFP, EA
- **CRD:** 6377275 (https://adviserinfo.sec.gov/individual/summary/6377275)
- **SEC registration:** Investment adviser representative in CA, IL, NY, PA, TX
- **Exams passed:** Series 66 (2015)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Jessica Goedtel a fee-only financial advisor?

Yes. Jessica Goedtel 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 Jessica's firm.

### How does Jessica Goedtel charge for financial advice?

Jessica's firm, Pavilion Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jessica Goedtel based?

Jessica Goedtel is based in Allentown, Pennsylvania.

### What credentials does Jessica Goedtel hold?

Jessica Goedtel holds the CFP and EA credentials.

### Is Jessica Goedtel registered with the SEC?

Yes. Jessica Goedtel is registered as an investment adviser representative in CA, IL, NY, PA and TX (CRD 6377275), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Pavilion Financial Planning manage?

Pavilion Financial Planning reports $4.3M across 60 accounts in assets under management.

### How do I contact Jessica Goedtel?

Contact details aren't on file yet. Search for Pavilion Financial Planning.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/jessica-goedtel-10393): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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