Reid Trego
Goodwin Investment Advisory · Woodstock, Georgia
Reid Trego is a fee-only financial advisor at Goodwin Investment Advisory in Woodstock, Georgia. Reid focuses on retirement planning, tax planning and estate & legacy planning. Goodwin Investment Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Goodwin Investment Advisory |
|---|---|
| Based in | Woodstock, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | Typically works with clients with $500,000 or more |
| Accepting new clients | Yes |
| Assets under management | $397.0M across 403 accounts |
| SEC registration | Investment adviser representative in GA · CRD 7472831 |
| Exams passed | Series 65 (2021) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.goodwininvestment.com |
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Questions about Reid
Is Reid Trego a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Reid holds no broker registration, and Goodwin Investment Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Reid charge for financial advice?
Reid's firm, Goodwin Investment Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Reid charge?
According to Goodwin Investment Advisory's website, checked October 30, 2026: typically works with clients with $500,000 or more.
Where is Reid Trego based?
Reid Trego is based in Woodstock, Georgia.
What does Reid specialize in?
Reid's specialties include retirement planning, tax planning and estate & legacy planning. Reid works with retirees and pre-retirees.
Is Reid Trego registered with the SEC?
Yes. Reid Trego is registered as an investment adviser representative in GA (CRD 7472831), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Goodwin Investment Advisory manage?
Goodwin Investment Advisory reports $397.0M across 403 accounts in assets under management.
How do I contact Reid Trego?
Through Reid's website, www.goodwininvestment.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
- Goodwin Investment Advisory website : specialties, clients served, and fees, checked October 30, 2026
- 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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