Goggans Group Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100/hr

“We are compensated at a rate of $100 per hour, billed in quarterhour increments, for financial planning services provided to clients that manage their own investments.”

Flat or project fee

$350⁠-⁠$550

“The fees for this service are $350 for a will-based estate plan, $550 for a trust-based estate plan and $100 per hour (in addition to one of the above) for additional time needed.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Goggans Group Inc bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are negotiable. 6 Fees for Financial Planning Services Financial Planning services are provided at no additional charge for clients that have engaged us for investment management services.”
• “These fees are billed quarterly and based on the balance of the account linked to the Future Capital platform.”

How Goggans Group Inc’s fees compare

• Its hourly rate of $100 is below the Alabama median of $250. None of the 41 other Alabama planners that publish an hourly rate charge less.
• Its flat or project fee of $350-$550 is below the Alabama median of $5,075. None of the 35 other Alabama planners that publish a flat or project fee charge less.

About Goggans Group Inc

• Principal: Goggans III
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2016 (10 years).

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.25% a year

Clients

59

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$15,772,726

Registered with

State securities regulators

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

155039

Website

goggansgroup.com (opens in new tab)

Phone

(844) 464-4267

Other planners in Alabama that publish fees

• 6TH Street Advisors, LLCDaphne$150/hr, $1,000⁠-⁠$5,000
• Aja Financial LLCOpelika$500⁠-⁠$1,500
• Allysian Wealth PlanningCullman$300/hr, $2,700⁠-⁠$36,000
• BCR Wealth StrategiesVestavia$1,500⁠-⁠$10,000, $6,250/yr
• BMSS Wesson Wealth SolutionsBirmingham$150⁠-⁠$400/hr, $2,500⁠-⁠$25,000
• Booth FinancialBirmingham$500⁠-⁠$5,000

Compare all 104 planners in Alabama