Tammy Goodman Financial, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“The hourly rate is $300.”

Annual fee

$3,000⁠-⁠$30,000/yr

“The fee range is $3,000 - $30,000 per year.”

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

How Tammy Goodman Financial, LLC bills

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

• “Fees are generally negotiable and are paid as described below, directly by the client.”
• “The client must approve the change in scope in advance of the additional work being performed when a fee increase is necessary.”
• “The initial payment and the ongoing monthly payment are due within five days of receipt of TGF providing an invoice to the client.”

How Tammy Goodman Financial, LLC’s fees compare

• Its hourly rate of $300 matches the North Carolina median of $300. 49% of the 177 other North Carolina planners that publish an hourly rate charge less.
• 16 of the 34 other planners in Charlotte that publish an hourly rate charge less.
• Its annual fee of $3,000-$30,000 spans the North Carolina median of $6,000. 86% of the 49 other North Carolina planners that publish an annual fee charge less.
• 9 of the 11 other planners in Charlotte that publish an annual fee charge less.

About Tammy Goodman Financial, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and EA.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• Tax planning
• Estate planning
• Insurance analysis
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Clients

8

Employees

1

Works with

Individuals

Services reported to regulators

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

Assets managed

$6,851,141

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

300979

Website

tammygoodmanfinancial.com (opens in new tab)

Phone

(704) 905-7950

Can advise clients in 2 states: North Carolina, South Carolina

Other planners in Charlotte that publish fees

• Altruist Wealth ManagementCharlotte$1,000⁠-⁠$12,000, $750⁠-⁠$3,000/qtr
• Auctus Advisors LLCCharlotte$5,000⁠-⁠$100,000
• Aureus CapitalCharlotte$150/hr, $1,000⁠-⁠$10,000
• Buoyant FinancialCharlotte$2,000
• Calamita Wealth ManagementCharlotte$5,000⁠-⁠$15,000
• Cannon AdvisorsCharlotte$1,500⁠-⁠$5,000

Compare all 93 planners in Charlotte