Joni Eggleston
Goodman Financial · Houston, Texas
Joni Eggleston is a fee-only financial advisor at Goodman Financial in Houston, Texas. Goodman Financial reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Goodman Financial |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $915.9M across 913 accounts |
| SEC registration | Investment adviser representative in TX · CRD 7362983 |
| Firm size | 26 employees |
| Disclosures | None reported |
| Website | www.goodmanfinancial.com |
How Joni's firm compares
- Goodman Financial's average account is about $1.0 million, from its Form ADV (assets managed divided by 913 accounts).
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Questions about Joni
Is Joni Eggleston a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joni holds no broker registration, and Goodman Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joni charge for financial advice?
Joni's firm, Goodman Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Joni Eggleston based?
Joni Eggleston is based in Houston, Texas.
Is Joni Eggleston registered with the SEC?
Yes. Joni Eggleston is registered as an investment adviser representative in TX (CRD 7362983), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Goodman Financial manage?
Goodman Financial reports $915.9M across 913 accounts in assets under management.
How do I contact Joni Eggleston?
Through Joni's website, www.goodmanfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
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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