Goto Financial Advisory LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“The hourly fee for these services is $200.”

Flat or project fee

$975

“Comprehensive financial planning - $975 Retirement income planning - $975 Periodic planning review - $600 4 Clients may terminate the agreement without penalty, for a full refund of GFAL’s fees, within five business days of signing the Financial Planning Agreement.”

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

How Goto Financial Advisory LLC bills

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

• “All fees are negotiable at our sole discretion.”
• “Hourly financial planning fees are paid in arrears upon completion.”
• “Financial Planning fees are paid in arrears upon completion of the project.”

How Goto Financial Advisory LLC’s fees compare

• Its hourly rate of $200 is below the Tennessee median of $275. 14% of the 111 other Tennessee planners that publish an hourly rate charge less.
• None of the 11 other planners in Franklin that publish an hourly rate charge less.
• Its flat or project fee of $975 is below the Tennessee median of $3,000. 11% of the 89 other Tennessee planners that publish a flat or project fee charge less.
• 1 of the 14 other planners in Franklin that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Goto Financial Advisory LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2023 (3 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

20

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

328034

Website

youtube.com/@GotoFinancialAdvisoryLLC (opens in new tab)

Phone

(646) 634-8731

Other planners in Franklin that publish fees

• Abound Wealth Management, LLCFranklin$5,200, $4,200/yr
• Arrow AllianceFranklin$2,500, $500⁠-⁠$25,000/mo
• Beacon Capital Management, LLCFranklin$250⁠-⁠$500/hr, $1,200⁠-⁠$10,000
• Cap Partners, LLCFranklin$100⁠-⁠$500/hr, $500⁠-⁠$5,000
• Efinancial Alliance, LLCFranklin$295/hr, $5,000⁠-⁠$10,000
• Greensview Wealth ManagementFranklin$100⁠-⁠$500/hr, $1,000⁠-⁠$5,000

Compare all 30 planners in Franklin