Noel Goeddel
Isthmus Partners · Madison, Wisconsin
Noel Goeddel is a fee-only financial advisor at Isthmus Partners in Madison, Wisconsin, who holds the CFA credential. Isthmus Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Isthmus Partners |
|---|---|
| Based in | Madison, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.44B across 1,894 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in WI · CRD 4568594 |
| Exams passed | Series 65 (2000) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.isthmuspartnersllc.com |
How Noel's firm compares
- Isthmus Partners's average account is about $760,000, from its Form ADV (assets managed divided by 1,894 accounts).
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Questions about Noel
Is Noel Goeddel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Noel holds no broker registration, and Isthmus Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Noel charge for financial advice?
Noel's firm, Isthmus Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Noel Goeddel based?
Noel Goeddel is based in Madison, Wisconsin.
What credentials does Noel Goeddel hold?
Noel Goeddel holds the CFA credential.
Is Noel Goeddel registered with the SEC?
Yes. Noel Goeddel is registered as an investment adviser representative in WI (CRD 4568594), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Isthmus Partners manage?
Isthmus Partners reports $1.44B across 1,894 accounts in assets under management.
How do I contact Noel Goeddel?
Through Noel's website, www.isthmuspartnersllc.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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