Golden Goose Wealth Planning at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 17 individual clients.
- Its average account is about $144,000 (assets it manages divided by its 34 accounts).
- Its ongoing planning fee starts at $3,900 a year, above the Michigan median of $3,000.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Grand Rapids, Michigan |
|---|---|
| Website | ggwealthplanning.com |
| [email protected] | |
| Phone | (248) 200-6016 |
Questions about Golden Goose Wealth Planning
How much does Golden Goose Wealth Planning charge?
Golden Goose Wealth Planning publishes these prices: ongoing planning: from $3,900 a year; asset-based fee: 1% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
Does Golden Goose Wealth Planning have an account minimum?
Yes. Golden Goose Wealth Planning states an account minimum of $400,000. We found this on its website, checked October 28, 2026.
How is Golden Goose Wealth Planning paid?
Golden Goose Wealth Planning's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Golden Goose Wealth Planning have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Golden Goose Wealth Planning.
What is the average account at Golden Goose Wealth Planning?
Golden Goose Wealth Planning's average account is about $144,000. That's the assets on its Form ADV divided by its 34 accounts.
What does Golden Goose Wealth Planning specialize in?
Golden Goose Wealth Planning's advisors and website list retirement planning, estate & legacy planning, tax planning and divorce financial planning.
Is Golden Goose Wealth Planning accepting new clients?
Yes, according to Golden Goose Wealth Planning's website, checked October 28, 2026.
Does Golden Goose Wealth Planning work with clients virtually?
Yes. Golden Goose Wealth Planning's website says it works with clients virtually.
Golden Goose Wealth Planning 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.
| Ongoing planning | From $3,900 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | $400,000 |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"A $325 monthly subscription fee can be paid directly from your checking account" source
"1% annual advisory fee with a $400,000 asset minimum" source
"1% annual advisory fee with a $400,000 asset minimum" source
"1% annual advisory fee with a $400,000 asset minimum" 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 | $5 million |
| Individual clients | 17 |
| Accounts managed | 34 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | August 6, 2026 |
| SEC record | CRD 311595 |