Caleb Goding is a CFP-designated registered investment advisor at Time & Wealth Management, LLC, based in Charleston, SC, with 10 years of industry experience. Caleb operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 7 clients with $8.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Time & Wealth Management's (TWM) fees for managing your investments are negotiable, up to 1.5% per year, paid monthly. The fee is based on the amount you invest and the risk/return parameters you set.
Location
409 King Street, Suite 200, Charleston, SC, 29403
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Caleb acts as a Power of Attorney (POA) for his brother, paying his bills while he is deployed overseas, dedicating minimal time to this activity. Caleb also owns and is the President of Sphere LLC, a management consulting company offering executive coaching and operations consulting, also dedicating minimal time to this activity.
Employment History
Current Registrations
Time & Wealth Management, LLC
Previous Registrations
10x Capital Partners, LLC
Bfc Planning, INC.
Wells Fargo Advisors, 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.