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ChFC
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ChFC

Gary Goss

Esi Financial Advisors
44 Years of Experience
Overland Park, KS
BrokerSells Insurance
View SEC Summary
View SEC Summary

Gary Goss is a ChFC-designated registered investment advisor at Esi Financial Advisors, based in Overland Park, KS, with 44 years of industry experience. Gary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 12,379 clients with $2.8B in assets under management.

Esi Financial Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
536 advisors
Number of Clients
12,379 clients
Average Client Portfolio
$224K average
Assets Under Management
$2.8B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.5M0.75%
$2.5M - $5.0M0.60%
$5.0M - $10.0M0.50%
$10M+0.35%

Rates reflect the primary schedule used in programs like American Funds and Schwab Retirement Advisor Services. Other programs have different maximum fees (AssetMark up to 1.50%, Saratoga up to 2.00%, SEI up to 1.75% plus 0.05% administrative fee). Actual fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6900 College Blvd, Suite 870, Overland Park, KS, 66211

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Gary is a homeowner association member since 2019, attending a few meetings per year. He is also an agent/broker of fixed insurance sales for several insurance companies since December 2024, dedicating time during trading hours.

Employment History
Current Registrations
Esi Financial Advisors
March 1999 - Present · 27 yrs 7 mos
Equity Services, INC.Broker
November 1981 - Present · 44 yrs 11 mos
State Registrations4 states
COFLKSMO
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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