JG
CFP
JG
CFP

John Goott

24 Years of Experience
Houston, TX
Sells Insurance

John Goott is a CFP-designated registered investment advisor at Cerity Partners Retirement Plan Consultants, based in Houston, TX, with 24 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 850 clients with $40B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
82 advisors
Number of Clients
850 clients
Average Client Portfolio
$47.4M average
Assets Under Management
$40.3B

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$15,000
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Location

4900 Woodway, Suite 550, Houston, TX, 77056

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

John is the President of Investec Asset Management Group since 1984, spending a few hours per week on this non-investment related activity. He sells and monitors fixed insurance products.

Employment History
Current Registrations
Cerity Partners Retirement Plan Consultants
March 2022 - Present · 4 yrs 7 mos
Cerity Partners LLC
February 2022 - Present · 4 yrs 8 mos
Previous Registrations
Investec Wealth Strategies
January 2002 - January 2022 · 20 yrs
State Registrations1 state
TX
Advisor

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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