Overview
Assets Under Management: $168 million
Headquarters: THOUSAND OAKS, CA
High-Net-Worth Clients: 41
Average Client Assets: $4 million
Frequently Asked Questions
GOYETTE FINANCIAL PLANNING, INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #133566), GOYETTE FINANCIAL PLANNING, INC is subject to fiduciary duty under federal law.
GOYETTE FINANCIAL PLANNING, INC is headquartered in THOUSAND OAKS, CA.
GOYETTE FINANCIAL PLANNING, INC serves 41 high-net-worth clients according to their SEC filing dated February 07, 2025. View client details ↓
According to their SEC Form ADV, GOYETTE FINANCIAL PLANNING, INC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
GOYETTE FINANCIAL PLANNING, INC manages $168 million in client assets according to their SEC filing dated February 07, 2025.
According to their SEC Form ADV, GOYETTE FINANCIAL PLANNING, INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.61
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 190
Discretionary Accounts: 190
Regulatory Filings
CRD Number: 133566
Last Filing Date: 2025-02-07 00:00:00
Website: https://goyettefinancial.com