Jessica Goedtel is a CFP-designated registered investment advisor at Pavilion Financial Planning, based in Allentown, PA, with 11 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Gen X, Insurance Planning, and 4 more. Their firm serves 17 clients with $4.3M 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 | 1.00% |
Clients who also engage PFP for Ongoing Financial Planning Services will be charged an additional 0.25% of assets under management.
Fee Estimator
Contact
Jessica Goedtel
Location
Allentown, PA
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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.
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Jessica works as a tax preparer for McCarthy Tax Preparation and Eos Tax Services, dedicating minimal time to each. She also works as a freelance writer for Forbes and creates educational content for Thinkific, spending a few hours per week on these activities.
Employment History
Current Registrations
Pavilion Financial Planning
Previous Registrations
Facet Wealth, INC
Valley National Advisers INC
Valley National Investments, INC.Broker
The Ayco Company,l.p.
Mercer Allied Company, L.P.Broker
State Registrations6 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
Additional Information
Jessica became a financial planner because of her passion for personal finance and a frustration with the lack of financial literacy education. She cut her teeth in the industry beginning in 2013 and learned financial planning while working at firms both big and small. She earned her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2018. Jessica has a wealth of experience helping clients in all stages of their lives, from right out of college to well into retirement.