Michael Goodrich
Goodrich Financial Advisory · Santa Fe, Texas
Michael Goodrich is a fee-only financial advisor at Goodrich Financial Advisory in Santa Fe, Texas. Goodrich Financial Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Goodrich Financial Advisory |
|---|---|
| Based in | Santa Fe, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.1M across 10 accounts |
| SEC registration | Investment adviser representative in TX · CRD 7651593 |
| Exams passed | Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | goodrichfinancialadvisory.com |
| Profile |
How Michael's firm compares
- Goodrich Financial Advisory's average account is about $108,000, from its Form ADV (assets managed divided by 10 accounts).
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Questions about Michael
Is Michael Goodrich a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Goodrich Financial Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Goodrich Financial Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Goodrich based?
Michael Goodrich is based in Santa Fe, Texas.
Is Michael Goodrich registered with the SEC?
Yes. Michael Goodrich is registered as an investment adviser representative in TX (CRD 7651593), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Goodrich Financial Advisory manage?
Goodrich Financial Advisory reports $1.1M across 10 accounts in assets under management.
How do I contact Michael Goodrich?
Through Michael's website, goodrichfinancialadvisory.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Texas
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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