The Goff Financial Group fees and pricing
Financial planner in Houston, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 31, 2026, The Goff Financial Group charges $300-$450 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300-$450/hr
“We then multiply the estimated time by the appropriate hourly rate ($300 to $450) and set a minimum and maximum estimated fee.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How The Goff Financial Group bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fees are payable at the end of each quarter.”
- “The company generally bills management fees on a quarterly basis.”
- “Clients are billed in arrears - at the end of each quarter.”
How The Goff Financial Group’s fees compare
- Its hourly rate of $300-$450 is above the Texas median of $275. 76% of the 468 other Texas planners that publish an hourly rate charge less.
- 49 of the 67 other planners in Houston that publish an hourly rate charge less.
About The Goff Financial Group
“Matthew Goff Investment Advisor, LLC (the "company” or “advisor"), which primarily conducts business under the name The Goff Financial Group, is an investment advisor providing investment management and financial planning services (the “Services”) to individuals, small business, and retirement plans.”
- Firm size: 4 employees.
- Founded: 1994 (32 years).
Planning areas mentioned in the brochure
- Business owners
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
- Clients
- 223
- Employees
- 4
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and other
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $674,352,587
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 114796
- Phone
- (713) 850-8900
Other planners in Houston that publish fees
- Abundo WealthHouston$199/mo
- Allzen Wealth and Financial ServicesHouston$8,000, $7,125/qtr
- Alteris Capital Partners, LLCHouston$5,000-$25,000
- Analog Capital Ai, LLCHouston$250-$450/hr
- Analog Capital Partners LLCHouston$3,000, $1,188/yr
- Aquinas Advisors, LLCHouston$250/hr, $5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.