Tammy Goodman
Tammy Goodman Financial, LLC · Charlotte, North Carolina
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.
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Specialties
Who they serve
- Executives
- Retirees
- Early-career professionals
Facts
| Firm | Tammy Goodman Financial, LLC |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Works virtually | Yes |
| Assets under management | $6.9M across 21 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in NC, SC · CRD 5064826 |
| Exams passed | Series 63 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | tammygoodmanfinancial.com |
How Tammy's firm compares
- Tammy Goodman Financial, LLC's average account is about $326,000, from its Form ADV (assets managed divided by 21 accounts).
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Questions about Tammy
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.
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
- Tammy Goodman Financial, LLC 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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