Margaret Gooley
Reify Wealth Advisors · Indianapolis, Indiana
Margaret Gooley is a fee-only financial advisor at Reify Wealth Advisors in Indianapolis, Indiana, who holds the CFP credential. Margaret charges hourly fees and a one-time planning fee (one-time plans from $3,000).
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Who they serve
- Retirees
- Pre-retirees
- Early-career professionals
Facts
| Firm | Reify Wealth Advisors |
|---|---|
| Based in | Indianapolis, Indiana |
| Fee model | Hourly · One-time planning fee |
| Fees (firm's website) | One-time plans from $3,000 |
| Accepting new clients | Yes |
| Assets under management | $524.4M across 877 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN, TX · CRD 5375584 |
| Exams passed | Series 63 (2007) · Series 66 (2013) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.reifywealthadvisors.com |
| Profile |
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Questions about Margaret
Is Margaret Gooley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Margaret holds no broker registration, and Reify Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Margaret charge for financial advice?
Margaret charges hourly fees and a one-time planning fee.
How much does Margaret charge?
According to Reify Wealth Advisors's website, checked October 30, 2026: one-time plans from $3,000.
Where is Margaret Gooley based?
Margaret Gooley is based in Indianapolis, Indiana.
What credentials does Margaret Gooley hold?
Margaret Gooley holds the CFP credential.
Is Margaret Gooley registered with the SEC?
Yes. Margaret Gooley is registered as an investment adviser representative in IN and TX (CRD 5375584), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Reify Wealth Advisors manage?
Reify Wealth Advisors reports $524.4M across 877 accounts in assets under management.
How do I contact Margaret Gooley?
Through Margaret's website, www.reifywealthadvisors.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
- Reify Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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