Anthony Rodriguez
Advisor at Elwood & Goetz
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Elwood & Goetz
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Athens, GA 30605
Credentials
CFP®, Series 66
Industry experience
< 1 year
Anthony Rodriguez is a financial advisor at Elwood & Goetz with CFP® and Series 66 credentials. He has been in the industry since 2023, including experience at The Vanguard Group and Elwood & Goetz Wealth Advisory Group. Prior to his advisory roles, he held various positions including work at the University of Georgia and Randstad. Elwood & Goetz is an independent, fee-only investment management and financial planning firm serving affluent individuals, families, trusts, estates, and institutional clients. The firm emphasizes strategic asset allocation using predominantly passive investments, tax-aware strategies, and fiduciary standards.
Based on Elwood & Goetz
Financial planning services may be assessed at fixed fees, documented in Advisory Agreement Exhibit I
$0 - $420,000: Effective rate higher than tiers due to $350 monthly minimum fee $420,001 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.75% annually $5,000,001 - $50,000,000: 0.50% annually $50,000,001+: 0.25% annually
$250 to $500 per hour for financial planning services, based on complexity and staff expertise
Account minimum: $420,000 Minimum fee: $350 per month minimum fee for portfolios under $420,000 Fee-only: Firm is fee-only; no commissions or other compensation accepted
687 S Milledge Ave
Athens, GA 30605
Georgia
Elwood & Goetz Wealth Advisory Group, LLC
2025 - Present (1 year)
Elwood & Goetz Wealth Advisory Group, LLC
2024 - 2025 (1 year)
THE Vanguard Group, Inc.
2023 - 2024 (1 year)
Randstad
2022 - 2022 (1 year)
Parsec Financial
2021 - 2021 (1 year)
university of Georgia
2020 - 2023 (3 years)
university of Georgia
2020 - 2020 (1 year)
WALMART
2019 - 2020 (1 year)
university of Georgia
2019 - 2020 (1 year)
Lassiter High School
2015 - 2019 (4 years)
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