Elwood & Goetz Wealth Advisory Group, LLC is a large advisory firm based in Athens. It manages $224.85 million of regulatory assets for 1,484 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Colorado, Georgia, Louisiana, South Carolina, and Texas.
Elwood & Goetz Wealth Advisory Group provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Elwood & Goetz Wealth Advisory Group, LLC is $224.85 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 81% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Elwood & Goetz Wealth Advisory Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of Elwood & Goetz Wealth Advisory Group is high net worth individuals with 74 clients and $135.85 million of assets under management. Among the 7 most similar advisory firms, Elwood & Goetz Wealth Advisory Group has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $224.85 million for 291 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Elwood & Goetz Wealth Advisory Group doesn't advise any private funds.
The company employs 13 people that are either part- or full-time employees. 62 percent of the employees work as investment advisers or researchers. 7 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Elwood & Goetz Wealth Advisory Group, LLC performs its advisory services is located at 687 S Milledge Ave, Athens, GA 30605, which is also the mailing address of the firm. An additional office of the firm is in Charleston, SC. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 706-548-1025 or by fax 706-548-1025. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at elwoodgoetz.com.