Joseph Witt is a CFP-designated registered investment advisor at Goldmark Financial Planners, LLC, based in Salem, OR, with 13 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 40 clients with $6M 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 | 0.75% |
0.75% for retirement accounts and 1% for taxable accounts.
Fee Estimator
Location
Salem, OR
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 Activities
Joseph is the owner of Belmont Books in Portland, Oregon. This activity is not investment-related.
Employment History
Current Registrations
Goldmark Financial Planners, LLC
Previous Registrations
Goldmark Financial Planners, 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.