Jessica Goedtel
Pavilion Financial Planning · Allentown, Pennsylvania
Jessica Goedtel is a fee-only financial advisor at Pavilion Financial Planning in Allentown, Pennsylvania, who holds the CFP and EA credentials.
- $4M
- Firm assets managed
- $72,000
- Firm's average account
- 2015
- First securities exam
How does Jessica's firm compare?
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Pavilion Financial Planning's average account is about $72,000, from its Form ADV (assets managed divided by 60 accounts).
Questions about Jessica
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Pavilion Financial Planning |
|---|---|
| Based in | Allentown, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $4.3M across 60 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in CA, IL, NY, PA, TX · CRD 6377275 |
| Exams passed | Series 66 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
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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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