Anthony Rodriguez
Advisor at Elwood & Goetz — Athens, GA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 66
Experience Industry experience
1 year
Location
Athens, GA 30605
Elwood & Goetz
Team
Anthony Rodriguez is a financial advisor at Elwood & Goetz with CFP® and Series 66 credentials. He has been in the industry since 2023, including experience at The Vanguard Group and Elwood & Goetz Wealth Advisory Group. Prior to his advisory roles, he held various positions including work at the University of Georgia and Randstad. Elwood & Goetz is an independent, fee-only investment management and financial planning firm serving affluent individuals, families, trusts, estates, and institutional clients. The firm emphasizes strategic asset allocation using predominantly passive investments, tax-aware strategies, and fiduciary standards.
Based on Elwood & Goetz
Financial planning services may be assessed at fixed fees, documented in Advisory Agreement Exhibit I
$0 - $420,000: Effective rate higher than tiers due to $350 monthly minimum fee $420,001 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.75% annually $5,000,001 - $50,000,000: 0.50% annually $50,000,001+: 0.25% annually
$250 to $500 per hour for financial planning services, based on complexity and staff expertise
Account minimum: $420,000 Minimum fee: $350 per month minimum fee for portfolios under $420,000 Fee-only: Firm is fee-only; no commissions or other compensation accepted
Athens, GA
687 S Milledge Ave
Athens GA 30605
Advisors at this office
18
Georgia
1 year of industry experience
Elwood & Goetz Wealth Advisory Group, LLC
2025 - Present • 1 year
Athens, GA
Elwood & Goetz Wealth Advisory Group, LLC
2024 - 2025 • 1 year
Athens, GA
THE Vanguard Group, Inc.
2023 - 2024 • 1 year
Charlotte, NC
Randstad
2022 - 2022 • 1 year
Athens, GA
Parsec Financial
2021 - 2021 • 1 year
Athens, GA
university of Georgia
2020 - 2023 • 3 years
Athens, GA
university of Georgia
2020 - 2020 • 1 year
Roswell, GA
WALMART
2019 - 2020 • 1 year
Athens, GA
university of Georgia
2019 - 2020 • 1 year
Athens, GA
Lassiter High School
2015 - 2019 • 4 years
Marietta, GA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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