Advisor at Otto & Associates, Inc.
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Firm
Otto & Associates, Inc.
Location
Norwich, VT 05055
Credentials
CFP®
Industry experience
12 years
Susan Goodell is a CFP® professional with 12 years of experience, currently serving at Otto & Associates, Inc. in Norwich, VT, where she has worked since 2009. Otto & Associates serves individuals, families, charitable organizations, trusts, estates, retirement plans, and small businesses, providing comprehensive financial planning and investment management. The firm employs a fee-only model focused on asset allocation and fundamental analysis, utilizing no-load mutual funds, ETFs, and selective alternative investments.
Based on Otto & Associates, Inc.
Based on Otto & Associates, Inc.
Initial exploratory meeting fee: $1,500; Financial plan minimum fee: $3,000 (negotiable); Retirement plan minimum fee: $1,500 (generally not negotiable); Retainer services annual fee negotiable
$0 - $1,250,000: 1.0% $1,250,000 - $2,500,000: 0.5% $2,500,000+: 0.25%
$275 per hour for limited scope financial planning and follow-on implementation work beyond original plan
Annual retainer fee offered as alternative to asset-based fee; amount negotiable
Account minimum: $300,000 Minimum fee: $3,000 minimum annual fee, negotiable, charged if account below $300,000 Fee-only: Fee-only; no commissions accepted
16 Beaver Meadow Road
Norwich, VT 05055
New Hampshire · New York · North Carolina · Texas · Vermont
Otto and Associates
2009 - Present (17 years)
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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
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