Go Fish Finance, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Go Fish Finance is a solo independent advisory that serves individual and high‑net‑worth clients with comprehensive financial planning and a 12‑month Voyager Program that combines planning with optional investment management, alongside project‑based targeted or hourly planning engagements and estate‑planning referrals. The firm also offers educational seminars and speaking engagements for groups, delivered on an educational (non‑personalized) basis.
The firm’s investment work is tailored to each client using modern portfolio theory and a long‑term trading approach, with primary use of mutual funds and ETFs and, when appropriate, outside managers and separately managed account strategies. Investment management is provided on a discretionary basis and is included within the Voyager Program rather than being billed as a percentage of assets.
Notable differences from many peers include a fixed, non‑AUM fee model (the firm does not charge percentage‑of‑assets fees) and the fact that it reports no assets under management while offering discretionary services. The principal’s background in senior client roles within technology and digital firms and the inclusion of public educational seminars as a regular service are additional features that distinguish Go Fish from typical solo independent advisers.
Client services
Expertise
Demographic focus
Fee options
Voyager Program fee ranges from $3,500 to $25,000 (recurring fixed fee paid quarterly in advance); Targeted Planning Session fee ranges from $1,000 to $3,500 (flat fee, paid upfront)
$350 per hour (fees negotiable)
Main office
1493 McKinley Pl
Louisville CO 80027
Advisors at this office
1
Most active in
Colorado
Also doing business as
Go Fish Finance · Go Fish Finance, LLC
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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