Go Fish Finance, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
7
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
7
Average account size
$0
About
Go Fish Finance is a single‑advisor registered investment adviser serving individual and high‑net‑worth clients with financial planning, investment management, and related services. Its service menu includes a three‑month "Explorer" planning engagement, a twelve‑month "Voyager" planning and investment management engagement, one‑off project sessions, and educational seminars or speaking engagements.
The firm builds individualized recommendations using Modern Portfolio Theory and a long‑term trading approach, typically advising on mutual funds and ETFs and, when appropriate, engaging Outside Managers or separately managed accounts to implement strategies. Investment management is billed as a flat annual or program fee rather than a percentage of assets under management, and the advisor generally operates with discretionary trading authority subject to any client restrictions.
Distinctive features compared with many peers include a regular offering of educational seminars and speaking engagements and an explicit flat‑fee investment model; the brochure states investment management fees “do not vary based on the amount of assets under management.” The firm also reports a very small scale—$0 in AUM and seven clients—and discloses that its principal maintains a significant outside employment commitment while coordinating estate planning through unaffiliated third‑party providers.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
College savings (529s, UTMA, etc.)
Life insurance needs analysis
Cash flow / budgeting
General retirement planning
Demographic focus
Young Professionals
Mid-Career Professionals
Fee options
Explorer Program and Voyager Program fees are fixed fees; Estate Planning fees up to $5,000; Educational Seminars fees range from $0 to $15,000 per seminar.
Hourly rate is $350; fees are negotiable.
Fee-only: Explorer Program: $2,500 to $15,000 fixed fee; Voyager Program: $2,500 to $25,000 fixed fee; Investment Management: flat annual fee $2,000 to $15,000 (not asset-based). Fees are negotiable.
Main office location
Go Fish Finance, LLC
Louisville CO, United States
Number of offices
1
Most active in
Go Fish Finance, LLC has reported serving >5 clients in these states in the last 12 months.
Colorado
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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