Carl Goodin is a CFP-designated registered investment advisor at Financial Planning Associates, INC., based in Ellisville, MO, with 26 years of industry experience. Carl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 54 clients with $25M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $750K | 0.75% |
| $750K - $1.0M | 0.35% |
| $1.0M - $2.0M | 0.25% |
| $2.0M - $3.0M | 0.03% |
| $3M+ | 0.03% |
Advisory fees are negotiable or may be waived in some cases.
Fee Estimator
Contact
Carl Goodin
Location
300 Ozark Trail Drive, Ste 215, Ellisville, MO, 63011
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Financial Planning Associates, INC.
Previous Registrations
Royal Alliance Associates, INC.
Financial Planning Associates, INC.
State Registrations2 states
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