WG
CFP
WG
CFP

William Neil Goodson

13 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
879 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$1M
Loading...

Location

4400 Post Oak Pkwy, Suite 200, Houston, TX, 77027

Get directions

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.

Learn about disclosures →
Other Business Activities

William is a managing member of 21 HT Holdings, LLC, an eCommerce/Amazon storefront. He spends a few hours per week on this activity, and none during trading hours.

Employment History
Current Registrations
Financial Synergies
January 2015 - Present · 11 yrs 1 mo
Previous Registrations
Fsc Securities Corporation
August 2012 - January 2015 · 2 yrs 5 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
William Neil Goodson - Financial Advisor | TrueAdvisor