Elwood & Goetz Wealth Advisory Group, LLC at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 29 employees and 682 individual clients, 346 of them high net worth.
- Its average account is about $316,000 (assets it manages divided by its 3,394 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Atlanta, Georgia |
|---|---|
| Website | elwoodgoetz.com |
| [email protected] | |
| Phone | (678) 387-3667 |
Questions about Elwood & Goetz Wealth Advisory Group, LLC
How much does Elwood & Goetz Wealth Advisory Group, LLC charge?
Elwood & Goetz Wealth Advisory Group, LLC publishes these prices: asset-based fee: 1% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
Does Elwood & Goetz Wealth Advisory Group, LLC have an account minimum?
No. Elwood & Goetz Wealth Advisory Group, LLC says it has no account minimum. We found this on its website, checked October 28, 2026.
How is Elwood & Goetz Wealth Advisory Group, LLC paid?
Elwood & Goetz Wealth Advisory Group, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Elwood & Goetz Wealth Advisory Group, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Elwood & Goetz Wealth Advisory Group, LLC.
What is the average account at Elwood & Goetz Wealth Advisory Group, LLC?
Elwood & Goetz Wealth Advisory Group, LLC's average account is about $316,000. That's the assets on its Form ADV divided by its 3,394 accounts.
What does Elwood & Goetz Wealth Advisory Group, LLC specialize in?
Elwood & Goetz Wealth Advisory Group, LLC's advisors and website list retirement planning, tax planning, estate & legacy planning and founders (pre-exit).
Is Elwood & Goetz Wealth Advisory Group, LLC accepting new clients?
Yes, according to Elwood & Goetz Wealth Advisory Group, LLC's website, checked October 28, 2026.
Elwood & Goetz Wealth Advisory Group, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| Account minimum | None |
| How it charges | Percentage of assets |
In the firm's words
"First $2,000,000 1.00%" source
"We don't require a minimum portfolio size" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $1.1 billion |
| Individual clients | 336 |
| High-net-worth clients | 346 |
| Accounts managed | 3,394 |
| Employees | 29 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-109935) |
| Financial planning | Offered |
| Form ADV filed | August 25, 2026 |
| SEC record | CRD 154839 |