Golden Goose Wealth Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Golden Goose Wealth Planning is an independent advisory firm that serves individual and high‑net‑worth clients with discretionary portfolio management as well as project‑based and ongoing comprehensive financial planning. The firm uses asset‑based advisory arrangements and delivers continuous, written financial plans and implementation support tailored to each client’s circumstances.
The firm’s investment approach is grounded in Modern Portfolio Theory and primarily favors passive, diversified allocations built with index mutual funds and ETFs, with client‑specific investment policy statements and the ability for clients to impose reasonable restrictions. For implementation it uses third‑party and technology‑driven sub‑advisors — including Betterment and XY Investment Solutions — and retains responsibility for selecting and monitoring those managers.
Compared with many peers, the firm operates on a notably small scale, managing roughly $4.9 million across a very small client roster, which the brochure presents as allowing more frequent, individualized planning and the option to bundle ongoing planning with portfolio management for lower‑balance accounts. The firm also discloses that its principal operates a separate consulting business providing strategic services to a single nonprofit client; that outside activity is described as limited in scope and disclosed to clients.
Client services
Expertise
Fee options
Project-Based Financial Planning fixed fees between $500 and $3,000, negotiated before work starts
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.25%
Ongoing Comprehensive Financial Planning fee of $325 per month (payable monthly in arrears) included at no additional fee for Investment Management Services over $400,000
Account minimum: $100,000 (waivable at discretion of adviser) Minimum fee: Minimum annual fee of $4,000 (may be waived at adviser's discretion) Fee-only: Project-Based Financial Planning fixed fees range between $500 and $3,000, negotiable; Ongoing Comprehensive Financial Planning fee is $325/month; waive included under Investment Management for accounts over $400,000
Main office
Ada MI
Advisors at this office
1
Most active in
Michigan · Texas
Also doing business as
Golden Goose Wealth Planning · Golden Goose Wealth Planning, 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
Quick links
Advisors at this firm
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