HG
CFA
HG
CFA

Hiroshi Goto

2 Years of Experience
Franklin, TN

Hiroshi Goto is a CFA-designated registered investment advisor at Goto Financial Advisory LLC, based in Franklin, TN, with 2 years of industry experience. Hiroshi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 20 clients.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

  • Comprehensive financial plan — $975
  • Retirement income planning — $975
  • Periodic planning review — $600
One-Time Plan:$600 - $975
Hourly Rate:$200/hr
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Location

Franklin, TN

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Hiroshi is a Registered Social Security Analyst, providing Social Security claiming consulting and creating educational materials for the National Association of Registered Social Security Analysts. Hiroshi also earns passive income from a solar farm he owns in Japan.

Employment History
Current Registrations
Goto Financial Advisory LLC
November 2023 - Present · 2 yrs 6 mos
State Registrations1 state
TN
Advisor

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
No exam information available for this advisor.
Hiroshi Goto - Financial Advisor | TrueAdvisor