Goodrich Financial Advisory LLC fees and pricing

Published fees

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

Flat or project fee

$1,500⁠-⁠$10,000

“4 The negotiated fixed rate for creating client financial plans is between $1,500 and $10,000.”

Monthly fee

$1,500⁠-⁠$30,000/mo

“Business Financial Planning and Analysis (FP&A) Fees Fixed Fees The negotiated fixed rate for creating client financial plans is between $1,500 and $30,000 monthly ($18,000 and $360,000 annually) depending on the complexity and needs of the client.”

Annual fee

$18,000⁠-⁠$360,000/yr

From the same sentence as above.

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

How Goodrich Financial Advisory LLC bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of GFA's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of GFA’s fees, within five business days of signing the Financial Planning Agreement.”

How Goodrich Financial Advisory LLC’s fees compare

• Its flat or project fee of $1,500-$10,000 spans the Texas median of $3,850. 64% of the 401 other Texas planners that publish a flat or project fee charge less.
• Its annual fee of $18,000-$360,000 is above the Texas median of $6,000. 100% of the 106 other Texas planners that publish an annual fee charge less.

About Goodrich Financial Advisory LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2022 (4 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

6

Employees

1

Works with

Individuals and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$1,084,713

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

323934

Website

youtube.com/channel/UCPHCnLKjgrOmQKLrpfKTzOw (opens in new tab)

Phone

(409) 904-5211

Can advise clients in 2 states: Ohio, Texas

Other planners in Texas that publish fees

• 11 FinancialLufkin$250/hr, $50⁠-⁠$5,000
• 1900 WealthSan Antonio$350/hr, $1,500
• 360 Wealth CreationAustin$250/hr
• 3T Advisors LLCWaco$250/hr, $250⁠-⁠$10,000
• 7 Saturdays FinancialWylie$250/hr, $500⁠-⁠$10,000
• 83 FinancialParker$250/hr, $250⁠-⁠$10,000

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