Advisor at Goodman Financial Corporation
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.
Firm
Goodman Financial Corporation
Location
Houston, TX 77056
Credentials
CFP®, Series 65
Industry experience
2 years
Robert Haverly is a CFP® and holds a Series 65 license. He has one year of experience in the financial industry, currently working at Goodman Financial Corporation. Prior to this, he held positions at Greystar and RMS US LLP, among others. Goodman Financial Corporation provides discretionary investment management and supplemental financial advisory services to individuals, trusts, endowments, corporations, and retirement plans. The firm employs a customized, risk-aware investment process that emphasizes individual equities and bonds, combining bottom-up fundamental research with top-down macro analysis.
Based on Goodman Financial Corporation
Based on Goodman Financial Corporation
$0 - $1,999,999: 1.25% $2,000,000 - $2,999,999: 1.15% $3,000,000 - $4,999,999: 0.95% $5,000,000 - $9,999,999: 0.85% $10,000,000 - $19,999,999: 0.70% $20,000,000+: 0.65%
Consulting services billed hourly from $100/hour to $400/hour
Account minimum: $1,000,000 Minimum fee: Minimum quarterly fee of $1,250 (equivalent to $5,000 annually) which may result in an effective rate higher than 1.25% Fee-only: Fees are charged on assets under management according to tiered schedule; no commissions; fee-only adviser.
5177 Richmond Avenue, Suite 700
Houston, TX 77056
Texas
Goodman Financial Corporation
2025 - Present (1 year)
Goodman Financial Corporation
2023 - 2025 (2 years)
Goodman Financial Corporation
2022 - 2023 (1 year)
Greystar
2022 - 2022 (1 year)
Greystar
2021 - 2021 (1 year)
Greystar
2021 - 2021 (1 year)
RMS US LLP
2021 - 2021 (1 year)
Moss Adams
2020 - 2020 (1 year)
University of Houston
2018 - 2022 (4 years)
University of Houston
2017 - 2022 (5 years)
LA Fitness
2017 - 2017 (1 year)
Unemployed
2016 - 2017 (1 year)
Center Grove High School
2015 - 2016 (1 year)
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Is not active or affiliated with:
Insurance agent
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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
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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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.
Series 65
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