A complete list of active advisors currently associated with Goggans Group Inc

Warmer can help you find a great advisor at Goggans Group Inc or one who fits your needs even better.

The firm is an independent, fee-only registered investment adviser serving individual and small-business clients with discretionary portfolio management and integrated financial planning. It also provides retirement plan account management and assists clients with estate-planning document preparation through a third-party provider; those estate services are not legal advice. The firm’s investment approach emphasizes asset allocation as the primary driver of results and generally implements portfolios using exchange-traded funds, stocks, and bonds tailored to each client’s time horizon and risk tolerance. Accounts are typically managed on a discretionary basis with quarterly reviews, and financial planning is included in managed relationships or offered hourly to self-directed clients. Noteworthy distinctions include a regulatory disclosure event: in October 2023 the firm entered a Consent Order with the state securities regulator related to the transfer of assets and subsequent withdrawals involving a client’s power of attorney, an uncommon occurrence among peers. The adviser operates as a solo practitioner with roughly $15.8 million in discretionary AUM across about 59 clients, uses third-party platforms for custody and retirement-plan linkage, and leaves proxy voting with clients rather than voting securities on their behalf.

To learn more about the advisors currently working at Goggans Group Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Tommie Goggans III	Gadsden, AL	22

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