Golden Reed Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,070,726
Clients
12
Advisors
2
of 2 employees
About
The firm provides discretionary and non‑discretionary asset management, retirement-plan (ERISA) consulting, and financial planning and consultation services. Retirement-plan services explicitly include limited‑scope 3(21) fiduciary advice, development of investment policy statements, monitoring of investment options, and participant education for plans such as 401(k), 403(b), pension, profit‑sharing and cash balance plans.
Its investment approach is tailored to client goals and risk tolerances and uses fundamental analysis, long‑term purchases and, when appropriate, options and derivative strategies; accounts are reviewed at least quarterly and more frequently as market or client circumstances dictate. Compensation arrangements include a tiered percentage‑of‑AUM advisory fee for portfolio management and, notably, fixed and hourly fees for financial planning and consultation, with hourly billing used for limited consultations — a billing approach that is less common among peers in this category.
What is distinctive about the firm is its explicit ERISA/pension consulting capability as a 3(21) advisor, including assistance with qualified default investment alternatives and formal plan reporting, while excluding specified employer or illiquid assets from plan fee calculations — a service set that is uncommon among similar investment managers. Operationally, the firm requires use of a specified custodian platform (Altruist) and does not vote client proxies, leaving proxy voting to clients, which are practical differences that prospective institutional or plan sponsors may want to note.
Client services
Expertise
Occupation focus
Fee options
Fixed fee for full financial plan ranging from $2,500 to $10,000
$0 - $500,000: 1.25% annually $500,000.01 - $1,000,000: 1.00% annually $1,000,000.01 - $3,000,000: 0.85% annually $3,000,000.01 - $5,000,000: 0.75% annually $5,000,000.01+: 0.65% annually
$250 per hour for consultation services
Fee-only: Financial Planning: Fixed fee $2,500 to $10,000; Consultation Services: $250 per hour
Main office
1294 SE 24th Rd.
Ocala FL 34471
Advisors at this office
2
Most active in
Florida
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
Advisors at this firm
John G
Series 65
Ocala, FL
Golden Reed Wealth Management, LLC
John Golden is a financial advisor at Golden Reed Wealth Management, LLC in Ocala, FL. He holds a Series 65 designation and has experience in insurance sales alongside his advisory role. His prior work includes positions at Canopy 360 Wealth, LLC and James Moore & Co. Golden Reed Wealth Management provides discretionary and non-discretionary asset management, retirement-plan consulting, and financial planning services. The firm’s investment approach is tailored to client goals and risk tolerances, with a distinctive focus on ERISA/pension consulting as a 3(21) advisor.
William R
CFA®, Series 65
Ocala, FL
Golden Reed Wealth Management, LLC
William Reed is a CFA® charterholder and holds a Series 65 license with one year of industry experience. He is currently with Golden Reed Wealth Management, LLC in Ocala, FL, and previously worked at Canopy 360 Wealth, LLC. Outside of advisory work, he is involved with Homestead Tiny Enterprises. Golden Reed Wealth Management provides discretionary and non-discretionary asset management, retirement-plan consulting, and financial planning services. The firm specializes in ERISA fiduciary advice and tailored investment approaches, with a distinctive focus on pension consulting as a 3(21) advisor.
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