RG
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Richard Goodwin

1 Year of Experience
Cleveland Heights, OH

Richard Goodwin is a registered investment advisor at Bliss Financial Consulting, based in Cleveland Heights, OH, with 1 years of industry experience. Richard 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 2 more.

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

Fee Structure

Bliss Financial Consulting charges a fixed fee between $100 and $2,000 for financial planning and consulting services. The exact fee is negotiated with the client.

One-Time Plan:$100 - $2,000
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Location

2208 Stillman Road, Cleveland Heights, OH, 44118

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Richard owns and manages a residential rental property. He also periodically provides financial analyst services to other small businesses, but these services are not investment-related.

Employment History
Current Registrations
Bliss Financial Consulting
November 2024 - Present · 1 yr 6 mos
State Registrations1 state
OH
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.