Robert Haverly
Goodman Financial · Houston, Texas
Robert Haverly is a fee-only financial advisor at Goodman Financial in Houston, Texas, who holds the CFP credential. Goodman Financial reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Goodman Financial |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $915.9M across 913 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 7544075 |
| Exams passed | Series 65 (2024) |
| Firm size | 26 employees |
| Disclosures | None reported |
| Website | www.goodmanfinancial.com |
How Robert's firm compares
- Goodman Financial's average account is about $1.0 million, from its Form ADV (assets managed divided by 913 accounts).
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Questions about Robert
Is Robert Haverly a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Goodman Financial 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's firm, Goodman Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Robert Haverly based?
Robert Haverly is based in Houston, Texas.
What credentials does Robert Haverly hold?
Robert Haverly holds the CFP credential.
Is Robert Haverly registered with the SEC?
Yes. Robert Haverly is registered as an investment adviser representative in TX (CRD 7544075), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Goodman Financial manage?
Goodman Financial reports $915.9M across 913 accounts in assets under management.
How do I contact Robert Haverly?
Through Robert's website, www.goodmanfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
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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