# Nathan Goodman

> Nathan Goodman is a fee-only financial advisor at Family Investment Center in Lenexa, Kansas, who holds the CFP, CFA and CTFA credentials. Nathan charges a percentage of assets and an ongoing planning fee (1% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/nathan-goodman/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** Family Investment Center
- **Based in:** Lenexa, Kansas
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** 1% a year on the first tier of assets managed
- **Assets under management (firm):** $689.3M across 2,200 accounts
- **Credentials:** CFP, CFA, CTFA, EA, MBA
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **CRD:** 5651502 (https://adviserinfo.sec.gov/individual/summary/5651502)
- **SEC registration:** Investment adviser representative in KS, MO, TX
- **Exams passed:** Series 66 (2009)
- **Firm size:** 20 employees
- **Disclosures:** None reported
- **Website:** http://familyinvestmentcenter.com

## Frequently asked questions

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

Yes. Nathan Goodman is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Nathan's firm.

### How does Nathan Goodman charge for financial advice?

Nathan Goodman charges a percentage of assets and an ongoing planning fee.

### How much does Nathan Goodman charge?

According to Family Investment Center's website, checked October 28, 2026: 1% a year on the first tier of assets managed.

### Where is Nathan Goodman based?

Nathan Goodman is based in Lenexa, Kansas.

### What does Nathan Goodman specialize in?

Nathan Goodman's specialties include retirement planning, tax planning and estate & legacy planning.

### What credentials does Nathan Goodman hold?

Nathan Goodman holds the CFP, CFA, CTFA, EA and MBA credentials.

### Is Nathan Goodman registered with the SEC?

Yes. Nathan Goodman is registered as an investment adviser representative in KS, MO and TX (CRD 5651502), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Family Investment Center manage?

Family Investment Center reports $689.3M across 2,200 accounts in assets under management.

### How do I contact Nathan Goodman?

Through Nathan Goodman's website, familyinvestmentcenter.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/1562): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.familyinvestmentcenter.com/): specialties, clients served, and fees, checked October 28, 2026

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