Marie Gooch
Margo Financial · Tucson, Arizona
Marie Gooch is a fee-only financial advisor at Margo Financial in Tucson, Arizona, who holds the CFP credential. Margo Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Margo Financial |
|---|---|
| Based in | Tucson, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, CA, TX · CRD 7287694 |
| Exams passed | Series 65 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.margofinancial.com |
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Questions about Marie
Is Marie Gooch a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marie holds no broker registration, and Margo Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Marie charge for financial advice?
Marie's firm, Margo Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Marie Gooch based?
Marie Gooch is based in Tucson, Arizona.
What credentials does Marie Gooch hold?
Marie Gooch holds the CFP credential.
Is Marie Gooch registered with the SEC?
Yes. Marie Gooch is registered as an investment adviser representative in AZ, CA and TX (CRD 7287694), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Marie Gooch?
Through Marie's website, www.margofinancial.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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