Scott Goodman
Scott Goodman is a registered investment advisor at Eagle Financial Advisors, LLC, based in Santa Fe, NM, with 11 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 329 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are billed quarterly in advance and may be negotiated as a fixed percentage.
Fee Estimator
Location
Santa Fe, NM
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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 →Other Business ActivitiesSells Insurance
Scott works as an insurance agent for CLA USA, Inc. and Eagle Financial Group since 2009. He dedicates full-time hours to CLA USA, Inc. and about a quarter of his time to Eagle Financial Group.
Employment History
Current Registrations
Eagle Financial Advisors, LLC
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
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