Alan Goodman is a registered investment advisor at Maia Wealth, based in Denver, CO, with 13 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Estate Planning, and 6 more. Their firm serves 2,148 clients with $970M 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 | 1.50% |
Maximum annual advisory fee is 1.50%. Fees may vary based on account size, portfolio complexity, and activity. Total blended fee with independent managers will not exceed 2.00% annually.
Fee Estimator
Location
1401 17th Street, Suite 850, Denver, CO, 80202
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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
Alan is an industry liaison at the University of Colorado Boulder, dedicating a few hours per week to managing relationships between engineering departments and industry. Alan is also the member and sole owner of Clear Creek Asset Management LLC, a pass-through entity for investment advisory revenue, spending minimal time on this.
Employment History
Current Registrations
Maia Wealth
Previous Registrations
Wealthsource®
Chrome Asset Management
State Registrations2 states
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
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