David Goss is a CFP-designated registered investment advisor at Facet, based in Land O Lakes, FL, with 5 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 14,741 clients with $7.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Facet Wealth includes investment management at no extra charge as part of your financial planning membership. Because the investment management is bundled into your flat annual membership fee, you do not pay a separate percentage of your portfolio value to have your investments managed.
Location
Land O Lakes, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is an adjunct assistant professor at the University of Florida, teaching online graduate music education classes, dedicating about 10-20% of his time. He also works as a fitness trainer at EOS Fitness, spending a few hours per week.
Employment History
Current Registrations
Facet
Previous Registrations
Ernst & Young Investment Advisers LLP
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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