# Shawn Goetz

> Shawn Goetz is a fee-only financial advisor at Reservoir Wealth Management in Lima, Ohio. Reservoir Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/shawn-goetz/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Reservoir Wealth Management
- **Based in:** Lima, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $208.8M across 887 accounts
- **CRD:** 7180576 (https://adviserinfo.sec.gov/individual/summary/7180576)
- **SEC registration:** Investment adviser representative in OH
- **Exams passed:** Series 65 (2019)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.reservwealth.com

## Frequently asked questions

### Is Shawn Goetz a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Shawn holds no broker registration, and Reservoir Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Shawn charge for financial advice?

Shawn's firm, Reservoir Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Shawn Goetz based?

Shawn Goetz is based in Lima, Ohio.

### Is Shawn Goetz registered with the SEC?

Yes. Shawn Goetz is registered as an investment adviser representative in OH (CRD 7180576), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Reservoir Wealth Management manage?

Reservoir Wealth Management reports $208.8M across 887 accounts in assets under management.

### How do I contact Shawn Goetz?

Through Shawn's website, www.reservwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7180576): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.