Goto Financial Advisory 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
20
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
20
Average account size
$0
About
Goto Financial Advisory LLC provides fee-only financial planning to individual clients, with a primary focus on Japanese individuals residing in the U.S. Services are delivered on an hourly or flat-fee basis and begin with a written financial plan covering investment planning, retirement, tax considerations, insurance, and debt/college planning. The firm does not provide portfolio management services, does not custody client assets, and does not trade or monitor client accounts.
The firm’s investment guidance emphasizes a long-term, passive approach using index mutual funds and ETFs with attention to diversification, cost, and appropriate asset-allocation given a client’s time horizon and risk tolerance. Advice is delivered through a one-time planning engagement with plan delivery and limited follow-up support (clients are responsible for initiating additional reviews or re-engagements).
What distinguishes the firm from many peers is its advisory model: it does not accept percentage-of-assets-under-management fees and expressly lacks discretionary portfolio management or custody, while operating as a solo, fee-only planner. The principal brings credentialed expertise in investment analysis and Social Security claiming consulting (including work for an educational program), which informs the firm’s planning focus and offerings.
Client services
Financial planning
Expertise
Social Security optimization
General retirement planning
Retirement income strategy
College savings (529s, UTMA, etc.)
Occupation focus
Retired
Demographic focus
Immigrants
Fee options
Comprehensive financial planning - $975; Retirement income planning - $975; Periodic planning review - $600; Other flat fees may be quoted based on estimated hours at $200 per hour
$200 per hour
Fee-only: Hourly fee of $200 per hour; Flat fees for specific services: Comprehensive financial planning - $975, Retirement income planning - $975, Periodic planning review - $600
Main office location
Goto Financial Advisory LLC
Franklin TN, United States
Number of offices
1
Most active in
Goto Financial Advisory LLC has reported serving >5 clients in these states in the last 12 months.
Tennessee
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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