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Matthew + Goff - Financial Advisor in Houston, TX

Paladin Research Report For:

Matthew Goff

The Goff Financial Group

76784
11 Greenway Plaza, Suite 1425
Houston, TX 77046
713-850-8900
Visit Website
http://www.gofffinancial.com

General Information

Firm Start Year
  • 1994
No. of Employees
  • 5-9
CRD#
  • 2390431
Firm CRD#
  • 114796
Name of Custodial Firm
  • TD Ameritrade, Fidelity, Schwab, InteractiveBrokers
States Licensed in
  • Passed Series 7 & Series 63
Years of Experience in Financial Services
  • 25
Number of Years with Current Firm
  • 25
Work Experience
  • The Goff Financial Group, Managing Member, 3/2008 - present

    Matthew B. Goff Registered Investment Advisor (sole proprietor), 4/1995 - 3/2008
Work with the following types of clients
  • Corporate Executives, Businesses, Individual Investors, Non-Profit Organizations
Foreign Languages Serviced
  • Spanish
Advisory Services Provided
  • Financial Advice & Consulting, Retirement Planning, Wealth Management, Money Management, Financial Planning for Individuals, Portfolio Management

Compliance

Registered Investment Advisor
  • Yes
Acknowledged fiduciary
  • Yes

Qualifications & Membership

Certifications, Accreditations & Designations
  • 76784
Financial Organization Memberships
  • National Association of Personal Financial Advisors (NAPFA)
Non-Financial Organization Memberships
  • Better Business Bureau - A+ rated member

Firm Information

Firm's Number of Clients
  • 190
Firm's Number of Managed Clients
  • 190
Assets Managed by Firm
  • 457552800
Advisor's Number of Clients
  • 170
Advisor's Number of Managed Clients
  • 170
Assets Managed by Advisor
  • $382,205,981

Compensation and Fees

Fee Structure
  • Fee-Only
Minimum Portfolio Size for New Managed Accounts
  • $500,000
Compensation Methods
  • Based on Assets, Flat Fee
Additional Details on Charges
  • Our management fee is based on the assets under management for each client.

Education

Bachelor of Science - Finance
  • University of Texas at Austin
    -

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest. For more information, please refer to our ADV Part. II at https://www.gofffinancial.com/wp-content/uploads/GoffADV2A.pdf

Additional Detailed Disclosures

https://www.paladinregistry.com/disclosure/1815667/paladinregistry-the-goff-financial-group-detailed-disclosure

Disclaimer

Assets Managed by Firm figure only includes assets under discretionary management. In addition to the discretionary assets, Goff Financial manages an additional $13,515,927 on a non-discretionary basis.

BASIC INFORMATION NEEDED FOR THE INQUIRY

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    Fairfax, VA, 22033
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