# Susan Goodell

> Susan Goodell is a fee-only financial advisor at Otto & Associates, Inc. in Norwich, Vermont, who holds the BA, CFP and M.Ed. credentials. Susan focuses on retirement planning and estate & legacy planning. Otto & Associates, Inc. reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/susan-goodell/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Otto & Associates, Inc.
- **Based in:** Norwich, Vermont
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $286.6M across 629 accounts
- **Credentials:** BA, CFP, M.Ed.
- **Specialties:** Retirement planning, Estate & legacy planning
- **CRD:** 5895496 (https://adviserinfo.sec.gov/individual/summary/5895496)
- **SEC registration:** Investment adviser representative in NC, NH, NY, TX, VT
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://ottoandassociates.com

## Frequently asked questions

### Is Susan Goodell a fee-only financial advisor?

Yes. Susan Goodell is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Susan's firm.

### How does Susan charge for financial advice?

Susan's firm, Otto & Associates, Inc., reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Susan Goodell based?

Susan Goodell is based in Norwich, Vermont.

### What does Susan specialize in?

Susan's specialties include retirement planning and estate & legacy planning.

### What credentials does Susan Goodell hold?

Susan Goodell holds the BA, CFP and M.Ed. credentials.

### Is Susan Goodell registered with the SEC?

Yes. Susan Goodell is registered as an investment adviser representative in NC, NH, NY, TX and VT (CRD 5895496), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Otto & Associates, Inc. manage?

Otto & Associates, Inc. reports $286.6M across 629 accounts in assets under management.

### How do I contact Susan Goodell?

Through Susan's website, ottoandassociates.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/4309): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (http://ottoandassociates.com/): specialties, clients served, and fees, checked October 28, 2026

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