Firm
The Goff Financial Group
Houston, Texas
Fee-only
The Goff Financial Group at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 4 employees and 223 individual clients, 142 of them high net worth.
- Its average account is about $1.0 million (assets it manages divided by its 646 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Houston, Texas |
|---|---|
| Website | gofffinancial.com |
| [email protected] | |
| Phone | (713) 850-8900 |
The Goff Financial Group fees
The Goff Financial Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: one-time plans or projects. 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 | $674 million |
| Individual clients | 81 |
| High-net-worth clients | 142 |
| Accounts managed | 646 |
| Employees | 4 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-62129) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 114796 |