# Marcos Goodman

> Marcos Goodman is a fee-only financial advisor at GBG Wealth Management in Mesa, Arizona. GBG Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/marcos-goodman/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** GBG Wealth Management
- **Based in:** Mesa, Arizona
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $23.8M across 89 accounts
- **CRD:** 7987438 (https://adviserinfo.sec.gov/individual/summary/7987438)
- **SEC registration:** Investment adviser representative in AZ
- **Exams passed:** Series 65 (2024)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.wealthgbg.com

## Frequently asked questions

### Is Marcos Goodman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Marcos holds no broker registration, and GBG Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Marcos charge for financial advice?

Marcos's firm, GBG Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Marcos Goodman based?

Marcos Goodman is based in Mesa, Arizona.

### Is Marcos Goodman registered with the SEC?

Yes. Marcos Goodman is registered as an investment adviser representative in AZ (CRD 7987438), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does GBG Wealth Management manage?

GBG Wealth Management reports $23.8M across 89 accounts in assets under management.

### How do I contact Marcos Goodman?

Through Marcos's website, www.wealthgbg.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7987438): 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

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