DG
DG

Dennis Goodwin

26 Years of Experience
Overland Park, KS

Dennis Goodwin is a registered investment advisor at Greenup Street Wealth Management LLC, based in Overland Park, KS, with 26 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 754 clients with $660M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
754 clients
Average Client Portfolio
$878K average
Assets Under Management
$661.7M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.70%
$10M+0.45%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7300 W 110th Street, Suite 700, Overland Park, KS, 66210

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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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Employment History
Current Registrations
Greenup Street Wealth Management LLC
March 2022 - Present · 4 yrs 1 mo
Previous Registrations
American Century Investments Private Client Group, INC.
November 2017 - March 2022 · 4 yrs 4 mos
American Century Investment Services INC.Broker
October 2014 - March 2022 · 7 yrs 5 mos
Edward JonesBroker
June 2011 - August 2011 · 2 mos
American Century Investment Services INC.Broker
May 1996 - June 2011 · 15 yrs 1 mo
State Registrations2 states
KSTX
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.
Dennis Goodwin - Financial Advisor | TrueAdvisor