Nathan Goodman
Family Investment Center · Lenexa, Kansas
Nathan Goodman is a fee-only financial advisor at Family Investment Center in Lenexa, Kansas, who holds the CFP, CFA and CTFA credentials.
- $689M
- Firm assets managed
- $313,000
- Firm's average account
- 2009
- First securities exam
What Nathan focuses on
How does Nathan's firm compare?
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Family Investment Center's average account is about $313,000, from its Form ADV (assets managed divided by 2,200 accounts).
Questions about Nathan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| 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 | $689.3M across 2,200 accounts |
| Credentials | CFP · CFA · CTFA · EA · MBA |
| SEC registration | Investment adviser representative in KS, MO, TX · CRD 5651502 |
| Exams passed | Series 66 (2009) |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | familyinvestmentcenter.com |
| Profile |
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Other fee-only advisors in Lenexa
Other advisors in Kansas who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Family Investment Center website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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