Robert Goggin
Atticus Wealth Management · Palm Beach Gardens, Florida
Robert Goggin is a fee-only financial advisor at Atticus Wealth Management in Palm Beach Gardens, Florida. Robert charges a percentage of assets (a $500,000 asset minimum) and focuses on retirement planning and estate & legacy planning.
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Specialties
Facts
| Firm | Atticus Wealth Management |
|---|---|
| Based in | Palm Beach Gardens, Florida |
| Fee model | Percentage of assets |
| Fees (firm's website) | A $500,000 asset minimum |
| Assets under management | $565.3M across 1,105 accounts |
| SEC registration | Investment adviser representative in GA · CRD 1249683 |
| Exams passed | Series 65 (2009) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.atticuswm.com |
How Robert's firm compares
- Atticus Wealth Management's average account is about $512,000, from its Form ADV (assets managed divided by 1,105 accounts).
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Questions about Robert
Is Robert Goggin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Atticus Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert charges a percentage of assets.
How much does Robert charge?
According to Atticus Wealth Management's website, checked October 30, 2026: a $500,000 asset minimum.
Where is Robert Goggin based?
Robert Goggin is based in Palm Beach Gardens, Florida.
What does Robert specialize in?
Robert's specialties include retirement planning and estate & legacy planning.
Is Robert Goggin registered with the SEC?
Yes. Robert Goggin is registered as an investment adviser representative in GA (CRD 1249683), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Atticus Wealth Management manage?
Atticus Wealth Management reports $565.3M across 1,105 accounts in assets under management.
How do I contact Robert Goggin?
Through Robert's website, www.atticuswm.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
- Atticus Wealth Management 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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