Brian Goodwin is a CFP-designated registered investment advisor at Spc, based in Allen Park, MI, with 19 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 30,916 clients with $6.1B 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 | 2.50% |
The maximum annual advisory fee is 2.50%. Advisors set their own rates for each account up to this maximum limit. A 0.15% program fee is included within the total fee.
Fee Estimator
Location
6736 Allen Rd., Allen Park, MI, 48101
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 →Other Business ActivitiesSells Insurance
Brian sells life, health, and accidental insurance through various companies. He also owns Goodwin, Lademan & Associates, Inc., selling non-variable insurance products and handling office management, taking nearly full-time hours.
Employment History
Current Registrations
Spc
Sigma Financial CorporationBroker
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.
Exams
More Advisors
- Christopher Lowry, CFPOsaic Wealth, INC.
- Donald Andrysiak, ChFCCetera Investment Advisers LLC
- Gaetano Cappelletti, CFAAffinity Financial Advisory
- Dale Robinson, CFPOsaic Wealth, INC.