Lauren Way
Elwood & Goetz Wealth Advisory Group, LLC · Atlanta, Georgia
Lauren Way is a fee-only financial advisor at Elwood & Goetz Wealth Advisory Group, LLC in Atlanta, Georgia, who holds the CFP, CFA and PhD credentials. Lauren charges a percentage of assets (1% a year on the first tier of assets managed and no asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.
Request an introduction to Lauren →
Specialties
Who they serve
- Founders
- Executives
- Retirees
- Early-career professionals
Facts
| Firm | Elwood & Goetz Wealth Advisory Group, LLC |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $1.07B across 3,394 accounts |
| Credentials | CFP · CFA · PhD · CRC |
| SEC registration | Investment adviser representative in FL, GA, SC · CRD 6738143 |
| Exams passed | Series 66 (2019) |
| Firm size | 29 employees |
| Disclosures | None reported |
| Website | elwoodgoetz.com |
| Profile |
How Lauren's firm compares
- Elwood & Goetz Wealth Advisory Group, LLC's average account is about $316,000, from its Form ADV (assets managed divided by 3,394 accounts).
Request an introduction to Lauren
Tell Lauren a little about what you're looking for. Lauren isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Lauren
Is Lauren Way a fee-only financial advisor?
Yes. Lauren Way is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Lauren's firm.
How does Lauren charge for financial advice?
Lauren charges a percentage of assets.
How much does Lauren charge?
According to Elwood & Goetz Wealth Advisory Group, LLC's website, checked October 28, 2026: 1% a year on the first tier of assets managed; no asset minimum.
Where is Lauren Way based?
Lauren Way is based in Atlanta, Georgia.
What does Lauren specialize in?
Lauren's specialties include retirement planning, tax planning, estate & legacy planning, founders (pre-exit), small business owners and sustainable & impact investing. Lauren works with founders, executives, retirees and early-career professionals.
What credentials does Lauren Way hold?
Lauren Way holds the CFP, CFA, PhD and CRC credentials.
Is Lauren Way registered with the SEC?
Yes. Lauren Way is registered as an investment adviser representative in FL, GA and SC (CRD 6738143), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Elwood & Goetz Wealth Advisory Group, LLC manage?
Elwood & Goetz Wealth Advisory Group, LLC reports $1.07B across 3,394 accounts in assets under management.
How do I contact Lauren Way?
Through Lauren's website, elwoodgoetz.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Elwood & Goetz Wealth Advisory Group, LLC website : specialties, clients served, and fees, checked October 28, 2026
- 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.
See something wrong? Request a correction. Read our methodology.