G, G, & M Financial Goals
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides comprehensive financial planning and investment advisory services to a small client base that includes high‑net‑worth individuals (including trusts, estates, and retirement accounts) and small business retirement plans such as pension and profit‑sharing plans. Services cover investment management, planning, and consulting, and may include recommendations and allocations for variable life/annuity products and employer‑sponsored retirement plans.
Investment management is conducted on a non‑discretionary basis: the firm makes recommendations and implements allocations only with client approval, and it provides ongoing account reviews and quarterly reporting. The firm uses a mix of fundamental and technical analysis, including charting, to select individual securities, mutual funds, ETFs and options consistent with clients’ objectives.
What is distinctive is that the adviser operates on a part‑time basis and manages roughly $13 million for a limited number of clients, alongside an uncommon practice focus on pension consulting for small employer retirement plans and primarily non‑discretionary assets under management. The brochure discloses a past regulatory settlement related to registration that the firm reports has been resolved.
Client services
Expertise
Occupation focus
Fee options
Consulting services generally range from $1,500 to $10,000 on a fixed fee basis.
$0 - $250,000: 1.00% $250,001 - $500,000: 0.95% $500,001 - $750,000: 0.90% $750,001 - $1,000,000: 0.85% $1,000,001 - $2,000,000: 0.80% $2,000,001+: 0.75%
Planning fees: $300 per hour, minimum of two hours; Consulting services: $300 per hour.
Account minimum: $100,000 Fee-only: Investment management, planning, and consulting services on a fee-only basis.
Main office
Alexandria VA
Advisors at this office
1
Most active in
Virginia
Also doing business as
G, G, & M Financial Goals · Gaskin, Harry Thomas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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