Goodrich & Associates, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Goodrich & Associates provides fee‑based personal financial planning and investment advice to individuals, families, small businesses, trusts and estates, and related entities. Services focus on comprehensive financial planning, periodic portfolio reviews, insurance review and procurement, and referrals to other professionals, with investment recommendations available as part of planning engagements.
The firm’s investment work relies on fundamental analysis and a strategic asset allocation approach coordinated with a client‑specific Investment Policy Statement, and it constructs tailored portfolios rather than using model portfolios. Services are non‑discretionary, the firm does not custody client assets, and investment transactions are executed through employees who are registered representatives of a broker‑dealer.
Notably for a firm in the investment‑manager category, the firm charges flat and hourly fees rather than a percentage‑of‑assets fee and, as of December 31, 2024, does not manage or retain custody of client assets—an arrangement that is uncommon among peers. Employees’ registrations as insurance agents and broker‑dealer representatives mean some compensation for product sales may be received separately, a disclosed potential conflict of interest.
Client services
Financial planning
Fp presentations to families, accompany clients to appts with other professionals, presentations to private groups
Fp presentations to families, accompany clients to appts with other professionals, presentations to private groups
Expertise
General retirement planning
Cash flow / budgeting
Fee options
Flat fee of $500 to engage services; additional flat project rates may apply
Financial Services billed at $150/hour; Administrative staff billed at $50/hour
Minimum fee: $500 to engage services Fee-only: Financial Services billed at $150/hour; Administrative staff billed at $50/hour
Main office location
Goodrich & Associates, LLC
12 Bellwether Way, St. 215
Bellingham WA 98225, United States
Number of offices
1
Most active in
Goodrich & Associates, LLC has reported serving >5 clients in these states in the last 12 months.
Texas · Washington
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
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