Firm
Goggans Group
Gadsden, Alabama
Fee-only
Goggans Group at a glance
- One of 65 fee-only firms based in Alabama in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 59 individual clients, 7 of them high net worth.
- Its average account is about $133,000 (assets it manages divided by its 119 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Alabama · What fee-only advisors charge in Alabama
Facts
| Based in | Gadsden, Alabama |
|---|---|
| Website | goggansgroup.com |
| [email protected] | |
| Phone | (844) 464-4267 |
Goggans Group fees
Goggans Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly, percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.
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 |
|---|---|
| Assets managed | $16 million |
| Individual clients | 52 |
| High-net-worth clients | 7 |
| Accounts managed | 119 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 17, 2026 |
| SEC record | CRD 155039 |