Advisor at Goodrich Financial Advisory LLC
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Firm
Goodrich Financial Advisory LLC
Location
Santa Fe, TX
Credentials
Series 65
Industry experience
3 years
Michael Goodrich is the sole advisor at Goodrich Financial Advisory LLC in Santa Fe, TX. He holds a Series 65 designation and has three years of industry experience. Prior to founding his firm in 2022, he served 15 years in the United States Air Force. Goodrich Financial Advisory provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as small- and medium-sized businesses and their owners. The firm employs a discretionary management approach based on client-specific Investment Policy Statements and combines fundamental, quantitative, and technical analysis in its investment process, while also offering business-focused financial planning and analysis services.
Based on Goodrich Financial Advisory LLC
Based on Goodrich Financial Advisory LLC
Personal Financial Planning: $1,500 to $10,000 fixed fee; Business Financial Planning and Analysis (FP&A): $1,500 to $30,000 monthly fixed fee; Administrative (Onboarding) Fee for FP&A: $2,500 to $10,000 one-time fee
$0 - $999,999: 1.50% $1,000,000 - $2,999,999: 1.25% $3,000,000+: 0.90%
Santa Fe, TX
Texas
Goodrich Financial Advisory LLC
2022 - Present (4 years)
United States Air Force
2007 - 2022 (15 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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I'm a fee-only, flat-fee financial planner who specializes in servicing retired couples and business owners. I live in League City, TX with my beautiful wife and daughter. I pride myself in the extensiveness of my financial plans, especially when it comes to tax planning. From beginning to end, I work with my clients to make sure that their path forward is crystal clear. I execute all action steps needed to put their roadmap into reality and help them avoid common mistakes and pitfalls along the way. My fees have always been and always will be flat. I receive no referral fees or kickbacks from professionals I may refer clients to, and charge no AUM fees.
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