Goodwin Investment Advisory fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$375/hr

“Fees for financial consulting are billed an hourly fee of $375 an hour.”

Quarterly fee

$1,875/qtr

“GIA charges a minimum fee of $1,875 per quarter.”

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

How Goodwin Investment Advisory bills

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

• “Investment Advisory fees are charged based on a blended, tiered fee schedule, which means different portions of a client’s assets are billed at different rates depending on the amount of assets under management (AUM).”
• “Your first invoice will be prorated as of the date that you sign the Client Advisory Agreement and combined with the next quarter’s fee.”
• “The written notice must be received by the other party at least thirty days in advance of the requested termination date.”

How Goodwin Investment Advisory’s fees compare

• Its hourly rate of $375 is above the Georgia median of $250. 78% of the 169 other Georgia planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Woodstock that publish an hourly rate charge less.

About Goodwin Investment Advisory

• Principal: Tim Goodwin
• Firm size: 13 employees.
• Founded: 2004 (22 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• College planning
• Cash flow and budgeting

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

Minimum

$1,875 minimum fee (stated in brochure)

Clients

397

Employees

13

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$397,007,100

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

131193

Website

linkedin.com/company/goodwin-investment-advisory (opens in new tab)

Phone

(678) 741-2370

Can advise clients in 8 states: Alabama, California, Florida, Georgia, South Carolina, Tennessee, Texas, Virginia

Other planners in Woodstock that publish fees

• Financial Architects, LLCWoodstock$500/hr, $6,000
• Freedom Wealth Coaching, LLCWoodstock$100⁠-⁠$300/hr, $1,500⁠-⁠$5,000
• Legacy Partners Financial Group, LLCWoodstock$90⁠-⁠$375/qtr
• Shepherd Financial LLCWoodstock$2,500⁠-⁠$10,000

Compare all 11 planners in Woodstock