Goodman Financial Corporation

Goodman Financial Corporation at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 20 advisors are listed here; 8 of 20 hold the CFP.
• Its Form ADV reports 26 employees and 274 individual clients, 207 of them high net worth.
• Its average account is about $1.0 million (assets it manages divided by its 913 accounts).

Fee-only advisors in Texas · What fee-only advisors charge in Texas

Facts

Goodman Financial Corporation fees

Goodman Financial Corporation doesn't publish its prices on its website, or we couldn't confirm them word for word. 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

Advisors at this firm (20)

• Albert Wagner

• Anna Ceker

• Antonio Castillo

  CFP

• Austin Buchala

• Benjamin McCue

  CFA

• Bonita Harden-Lair

• Cameron Malott

• Diana Castro

  CFP

• Diya Patel

• Hunter Coday

  CFP

• Isabella Gomez

• John Ross

• Joni Eggleston

• Michael Hariprashad

• Morgann Zimmer

  CFP · CPA

• Paul Palmer

  CFP

• Robert Haverly

  CFP

• Robin Kollannur

  CFA

• Steven Goodman

  CFP

• Wade Egmon

  CFP

Other fee-only firms in Houston

• Guided Capital Wealth Management
• Hamilton Financial Planning
• Hamilton Gray Wealth Management
• Haven Wealth Group
• Heritage Asset Advisors
• Heritage Wealth Management
• Hg Capital Advisors
• Horizon Wealth Advisors

Fee-only advisors in Texas