Shawn Goetz
Reservoir Wealth Management · Lima, Ohio
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.
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Facts
| Firm | Reservoir Wealth Management |
|---|---|
| Based in | Lima, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $208.8M across 887 accounts |
| SEC registration | Investment adviser representative in OH · CRD 7180576 |
| Exams passed | Series 65 (2019) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.reservwealth.com |
| Profile |
How Shawn's firm compares
- Reservoir Wealth Management's average account is about $235,000, from its Form ADV (assets managed divided by 887 accounts).
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Questions about Shawn
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.
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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