Susan Goodell
Otto & Associates, Inc. · Norwich, Vermont
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.
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Specialties
Facts
| Firm | Otto & Associates, Inc. |
|---|---|
| Based in | Norwich, Vermont |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $286.6M across 629 accounts |
| Credentials | BA · CFP · M.Ed. |
| SEC registration | Investment adviser representative in NC, NH, NY, TX, VT · CRD 5895496 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | ottoandassociates.com |
How Susan's firm compares
- Otto & Associates, Inc.'s average account is about $456,000, from its Form ADV (assets managed divided by 629 accounts).
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Questions about Susan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Otto & Associates, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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