# Tammy Goodman

> Tammy Goodman is a fee-only financial advisor at Tammy Goodman Financial, LLC in Charlotte, North Carolina, who holds the CFP and MBA credentials. Tammy charges a flat fee or retainer and an ongoing planning fee and focuses on equity compensation, tax planning and retirement planning.

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

## Facts

- **Firm:** Tammy Goodman Financial, LLC
- **Based in:** Charlotte, North Carolina
- **Fee model:** Flat fee or retainer; Ongoing planning fee
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $6.9M across 21 accounts
- **Credentials:** CFP, MBA
- **Specialties:** Equity compensation, Tax planning, Retirement planning
- **Works with:** Executives, Retirees, Early-career professionals
- **CRD:** 5064826 (https://adviserinfo.sec.gov/individual/summary/5064826)
- **SEC registration:** Investment adviser representative in NC, SC
- **Exams passed:** Series 63 (2013)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://tammygoodmanfinancial.com

## Frequently asked questions

### Is Tammy Goodman a fee-only financial advisor?

Yes. Tammy Goodman 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 Tammy's firm.

### How does Tammy charge for financial advice?

Tammy charges a flat fee or retainer and an ongoing planning fee.

### Does Tammy work with clients virtually?

Yes. Tammy Goodman Financial, LLC says on its website that it works with clients remotely.

### Where is Tammy Goodman based?

Tammy Goodman is based in Charlotte, North Carolina.

### What does Tammy specialize in?

Tammy's specialties include equity compensation, tax planning and retirement planning. Tammy works with executives, retirees and early-career professionals.

### What credentials does Tammy Goodman hold?

Tammy Goodman holds the CFP and MBA credentials.

### Is Tammy Goodman registered with the SEC?

Yes. Tammy Goodman is registered as an investment adviser representative in NC and SC (CRD 5064826), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Tammy Goodman Financial, LLC manage?

Tammy Goodman Financial, LLC reports $6.9M across 21 accounts in assets under management.

### How do I contact Tammy Goodman?

Through Tammy's website, tammygoodmanfinancial.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/45745): 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 (https://www.tammygoodmanfinancial.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.