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Advisor

John Golden

Golden Reed Wealth Management · Ocala, Florida

John Golden is a fee-only financial advisor at Golden Reed Wealth Management in Ocala, Florida. Golden Reed Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only

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Facts

FirmGolden Reed Wealth Management
Based in Ocala, Florida
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$1.3M across 13 accounts
SEC registration Investment adviser representative in FL · CRD 7815179
Exams passedSeries 65 (2025)
Firm size2 employees
Disclosures None reported
LinkedInProfile

How John's firm compares

  • Golden Reed Wealth Management's average account is about $99,000, from its Form ADV (assets managed divided by 13 accounts).

What fee-only advisors charge in Florida

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Questions about John

Is John Golden a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Golden Reed Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does John charge for financial advice?

John's firm, Golden Reed Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is John Golden based?

John Golden is based in Ocala, Florida.

Is John Golden registered with the SEC?

Yes. John Golden is registered as an investment adviser representative in FL (CRD 7815179), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Golden Reed Wealth Management manage?

Golden Reed Wealth Management reports $1.3M across 13 accounts in assets under management.

How do I contact John Golden?

Contact details aren't on file yet. Search for Golden Reed Wealth Management.

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
  • 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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