Goar, Endriss & Walker, P.A.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$26,000,401
Clients
24
0% high-net worth
Advisors
1
of 8 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
24
LowAverage account size
$1,083,350
About
Goar, Endriss & Walker, P.A. serves individual clients, trusts and estates, offering financial planning and portfolio management alongside tax and accounting services. The firm combines advisory engagements (hourly consultations and annual retainer arrangements) with ongoing tax and accounting work performed through its CPA practice.
Investment advice is grounded in fundamental analysis and uses both long-term and short-term purchase strategies, with retainer clients receiving proactive portfolio monitoring and semi-annual performance reviews. For non-retainer clients the firm generally provides consultation and assists in selecting investment products while clients retain responsibility for executing transactions and choosing brokers; retainer clients may grant limited trading authority if they elect to do so.
The firm is notable for operating primarily as a CPA/accounting practice — tax and accounting activities account for the majority of firm time — so financial planning is delivered within that broader professional context. It also frequently acts as a third‑party intermediary in product selection, participates in Schwab’s institutional program for custody and reporting services, and does not take custody of client assets or vote client proxies.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General tax planning
Cash flow / budgeting
Fee options
Initial two-hour consultation at a flat fee of $560; a deposit of $500 may be required for financial plans.
Hourly rates range from $130 to $284 per hour depending on personnel involved.
Retainer arrangement with an annual flat fee calculated in advance, due quarterly in arrears.
Account minimum: $6,000 Minimum fee: Minimum retainer fee is $6,000. Fee-only: Hourly fees range from $130 to $284 per hour depending on personnel; initial two-hour consultation flat fee of $560.
Main office location
Goar, Endriss & Walker, P.A.
1590 First Street
Sarasota FL 34236, United States
Number of offices
1
Most active in
Goar, Endriss & Walker, P.A. has reported serving >5 clients in these states in the last 12 months.
Florida
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
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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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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