Financial Planning Associates, Inc. offers financial planning and investment management services. They aim to help clients achieve their financial goals by creating personalized plans and managing investment risks. Carl Goodin, a Certified Financial Planner, works directly with clients to provide personal service and tailored advice. They emphasize managing risks and providing clients with peace of mind.
Assets Under Management$25M
Clients54
Advisors1
Avg. per Client$460K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $750K | 0.75% |
| $750K - $1.0M | 0.35% |
| $1.0M - $2.0M | 0.25% |
| $2.0M - $3.0M | 0.03% |
| $3M+ | 0.03% |
Advisory fees are negotiable or may be waived in some cases.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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