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Firm

Goodwin Investment Advisory

Woodstock, Georgia

Fee-only

Facts

Based inWoodstock, Georgia
Websitegoodwininvestment.com
Phone(678) 741-2370

Goodwin Investment Advisory fees

Goodwin Investment Advisory 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

Paid byPercentage of assets · Hourly · Fixed fees
Assets managed$397 million
Individual clients279
Financial planningOffered
Form ADV filedMarch 30, 2026
SEC recordCRD 131193

Advisors at this firm (8)