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Jennifer Goodwin

Re-Envision Wealth
10 Years of Experience
Washington, DC
1 Disclosure
View SEC Summary
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Jennifer Goodwin is a registered investment advisor at Re-Envision Wealth, based in Washington, DC, with 10 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 7 more. Their firm serves 91 clients with $140M in assets under management.

Re-Envision Wealth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
91 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$136.6M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.90%
$10.0M - $15.0M0.80%
$15.0M - $25.0M0.65%
$25M+0.65%

Fees are negotiable for accounts over $25,000,000. Investment consulting services carry a $5,000 minimum annual fee.

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

Washington, DC

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2020
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Re-Envision Wealth
March 2025 - Present · 1 yr 7 mos
Previous Registrations
Tmf InvestmentsBroker
January 2021 - July 2024 · 3 yrs 6 mos
Motley Fool Wealth Management, LLC
December 2020 - February 2025 · 4 yrs 2 mos
Advice and Planning Services
February 2016 - November 2020 · 4 yrs 9 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
January 2016 - November 2020 · 4 yrs 10 mos
State Registrations5 states
DCMDNCTXVA
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.
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