Marcos Goodman
GBG Wealth Management · Mesa, Arizona
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.
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Facts
| Firm | GBG Wealth Management |
|---|---|
| Based in | Mesa, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $23.8M across 89 accounts |
| SEC registration | Investment adviser representative in AZ · CRD 7987438 |
| Exams passed | Series 65 (2024) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.wealthgbg.com |
| Profile |
How Marcos's firm compares
- GBG Wealth Management's average account is about $267,000, from its Form ADV (assets managed divided by 89 accounts).
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Questions about Marcos
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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