# Joseph Beckford

> Joseph Beckford is a fee-only financial advisor at Goodwin Investment Advisory in Woodstock, Georgia, who holds the CFP credential. Joseph focuses on retirement planning, tax planning and estate & legacy planning. Goodwin Investment Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/joseph-beckford/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Goodwin Investment Advisory
- **Based in:** Woodstock, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Fees (firm's website):** typically works with clients with $500,000 or more
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $397.0M across 403 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 5899681 (https://adviserinfo.sec.gov/individual/summary/5899681)
- **SEC registration:** Investment adviser representative in GA, TX
- **Exams passed:** Series 65 (2011)
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** http://www.goodwininvestment.com

## Frequently asked questions

### Is Joseph Beckford a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Goodwin Investment Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Joseph charge for financial advice?

Joseph's firm, Goodwin Investment Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### How much does Joseph charge?

According to Goodwin Investment Advisory's website, checked October 30, 2026: typically works with clients with $500,000 or more.

### Where is Joseph Beckford based?

Joseph Beckford is based in Woodstock, Georgia.

### What does Joseph specialize in?

Joseph's specialties include retirement planning, tax planning and estate & legacy planning. Joseph works with retirees and pre-retirees.

### What credentials does Joseph Beckford hold?

Joseph Beckford holds the CFP credential.

### Is Joseph Beckford registered with the SEC?

Yes. Joseph Beckford is registered as an investment adviser representative in GA and TX (CRD 5899681), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Goodwin Investment Advisory manage?

Goodwin Investment Advisory reports $397.0M across 403 accounts in assets under management.

### How do I contact Joseph Beckford?

Through Joseph's website, www.goodwininvestment.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5899681): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.goodwininvestment.com/): specialties, clients served, and fees, checked October 30, 2026

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