Lindsay Elwood
Elwood & Goetz Wealth Advisory Group · Athens, Georgia
Lindsay Elwood is a fee-only financial advisor at Elwood & Goetz Wealth Advisory Group in Athens, Georgia, who holds the CFP credential.
- $1.1B
- Firm assets managed
- $316,000
- Firm's average account
- 2006
- First securities exam
What Lindsay focuses on
Who Lindsay works with
- Founders
- Executives
- Retirees
- Early-career professionals
How does Lindsay's firm compare?
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Elwood & Goetz Wealth Advisory Group's average account is about $316,000, from its Form ADV (assets managed divided by 3,394 accounts).
Questions about Lindsay
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| 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 |
| Assets under management | $1.07B across 3,394 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA, TX · CRD 5096712 |
| Exams passed | Series 65 (2006) |
| Firm size | 29 employees |
| Disclosures | None reported |
| Website | elwoodgoetz.com |
| Profile |
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Other fee-only advisors in Athens
Other advisors in Georgia who focus on retirement planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Elwood & Goetz Wealth Advisory Group 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.
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