Theodore Goodyear
Theodore Goodyear is a registered investment advisor at Abbey Hill Financial Advisors, LLC, based in Oro Valley, AZ, with 1 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 63 clients with $86M 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% |
The Firm, in its sole discretion, may waive or reduce its fee. Current client relationships may exist where the fees are higher or lower than this fee schedule.
Fee Estimator
Location
Oro Valley, AZ
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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 →Employment History
Current Registrations
Abbey Hill Financial Advisors, LLC
Previous Registrations
Deutsche Bank Securities INC.Broker
State Registrations1 state
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