Firm
Goodwin Investment Advisory
Woodstock, Georgia
Fee-only
Facts
| Based in | Woodstock, Georgia |
|---|---|
| Website | goodwininvestment.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 by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $397 million |
| Individual clients | 279 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 131193 |