Golden Goose Wealth Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,891,333
Clients
17
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
17
LowAverage account size
$287,725
About
Golden Goose Wealth Planning provides investment management and financial planning to individual clients, including both non‑high‑net‑worth and high‑net‑worth individuals. The firm offers ongoing comprehensive planning (monthly subscription) and project‑based planning engagements covering retirement, tax, estate, insurance and cash‑flow topics, alongside discretionary portfolio management.
The firm’s investment approach is grounded in Modern Portfolio Theory and primarily uses passive vehicles such as index mutual funds and ETFs to implement asset‑allocation strategies; client plans are built from individualized investment policy statements. Golden Goose also uses third‑party sub‑advisors and model providers for portfolio implementation — including Betterment for Advisors and XY Investment Solutions — while retaining responsibility for selecting and monitoring those managers and accommodating reasonable client‑imposed restrictions.
Distinctive features include the firm’s small scale (managing roughly $4.9 million for a small number of clients) and a single‑advisor structure that couples hands‑on planning with technology‑driven execution. The firm discloses specific operational details uncommon among peers — for example, use of the Betterment platform (which charges a 0.15% third‑party management fee and, on that platform, votes proxies) — and offers planning and management fee arrangements that can include free planning for certain account size thresholds and a waivable account minimum.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
General estate planning guidance
Retirement income strategy
Fee options
Project-Based Financial Planning fees ranging from $500 to $3,000, negotiated and agreed before engagement
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.25%
Ongoing Comprehensive Financial Planning fee of $325 per month
Account minimum: $100,000 Minimum fee: $4,000 annual minimum fee, waivable at adviser's discretion Fee-only: Ongoing Comprehensive Financial Planning fee of $325/month
Main office location
Golden Goose Wealth Planning
Ada MI, United States
Number of offices
1
Most active in
Golden Goose Wealth Planning has reported serving >5 clients in these states in the last 12 months.
Michigan · Texas
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
Advisors at this firm
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