Mark Goetz is a CFP, ChFC-designated registered investment advisor at A Narrow Road, LLC, based in Glennie, MI, with 14 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 19 clients with $28M in assets under management.
Fee Structure
A Narrow Road offers two main planning retainers:
- Encompass Retainer: Comprehensive financial planning for a fixed annual fee, including 6-8 meetings in the first year and 3-4 in renewal years, plus additional consultations. Services include tax preparation, tax planning, insurance review, portfolio analysis, retirement planning, and estate plan reviews.
- Foundation Retainer: A narrower planning service focusing on specific areas like goal setting, tax planning, investment review, or retirement planning. Follow-up advice is limited.
- Financial X-Ray: A two-hour review of your overall financial situation for a flat fee of $750.
- Retirement Readiness X-Ray: A two-hour review of your ability to retire for a flat fee of $750.
Location
Glennie, MI
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
A Narrow Road, LLC
Previous Registrations
Ark Advisors, LLC
A Narrow Road, LLC
State Registrations1 state
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.