# Lindsay Elwood

> Lindsay Elwood is a fee-only financial advisor at Elwood & Goetz Wealth Advisory Group in Athens, Georgia, who holds the CFP credential. Lindsay 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.

Page: https://find.wellspent.co/advisors/lindsay-elwood/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** Elwood & Goetz Wealth Advisory Group
- **Based in:** Athens, 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 (firm's website)
- **Assets under management (firm):** $1.07B across 3,394 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Founders (pre-exit), Small business owners, Sustainable & impact investing
- **Works with:** Founders, Executives, Retirees, Early-career professionals
- **CRD:** 5096712 (https://adviserinfo.sec.gov/individual/summary/5096712)
- **SEC registration:** Investment adviser representative in GA, TX
- **Exams passed:** Series 65 (2006)
- **Firm size:** 29 employees
- **Disclosures:** None reported
- **Website:** https://elwoodgoetz.com

## Frequently asked questions

### Is Lindsay Elwood a fee-only financial advisor?

Yes. Lindsay Elwood 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 Lindsay's firm.

### How does Lindsay Elwood charge for financial advice?

Lindsay Elwood charges a percentage of assets.

### How much does Lindsay Elwood charge?

According to Elwood & Goetz Wealth Advisory Group's website, checked October 28, 2026: 1% a year on the first tier of assets managed; no asset minimum.

### Where is Lindsay Elwood based?

Lindsay Elwood is based in Athens, Georgia.

### What does Lindsay Elwood specialize in?

Lindsay Elwood's specialties include retirement planning, tax planning, estate & legacy planning, founders (pre-exit), small business owners and sustainable & impact investing. Lindsay works with founders, executives, retirees and early-career professionals.

### What credentials does Lindsay Elwood hold?

Lindsay Elwood holds the CFP credential.

### Is Lindsay Elwood registered with the SEC?

Yes. Lindsay Elwood is registered as an investment adviser representative in GA and TX (CRD 5096712), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Elwood & Goetz Wealth Advisory Group manage?

Elwood & Goetz Wealth Advisory Group reports $1.07B across 3,394 accounts in assets under management.

### How do I contact Lindsay Elwood?

Through Lindsay Elwood's website, elwoodgoetz.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/lindsay-elwood-79614): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://elwoodgoetz.com/): specialties, clients served, and fees, checked October 28, 2026

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