Gosho Financial Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$23,473,856
Clients
34
50% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
34
HighAverage account size
$690,408
About
Gosho Financial Group serves individuals, families, businesses, trusts, estates, donor-advised funds and retirement plan participants by providing fee-based investment advisory services and non‑discretionary financial planning. The firm offers discretionary portfolio management and pension consulting, including participant fiduciary advice for qualified plans.
The firm employs a tactical allocation approach intended to reduce risk and seek improved long‑term total return, using fundamental, technical and cyclical analysis to construct portfolios across a wide range of instruments. Portfolios are custom‑managed on a discretionary basis and the adviser may use cash positions, targeted stock selections and mutual fund screening (by manager tenure, performance, turnover and fees) to adjust sector weightings and risk exposures.
Compared with many solo independent advisors, the firm explicitly incorporates educational seminars and plan‑level consulting into its pension services, including participant education, plan surveys and vendor evaluations. The principal holds CFP certification and the practice combines individualized wealth‑management and financial planning services with institutional‑style plan consulting while retaining flexibility to accept varying client relationships.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Eldercare financial planning; estate settlement coordination
Eldercare financial planning; estate settlement coordination
Expertise
Retirement income strategy
Income planning
Elder care planning
General tax planning
Cash flow / budgeting
Demographic focus
Approaching retirement
Fee options
Fixed fees for financial planning services ranging from $2,500 to $50,000 depending on complexity
1.25% to 0.5% per annum depending on type, complexity, and size of account/relationship
$100-$500 per hour, negotiated and agreed upon in advance
Account minimum: $500,000 (with discretionary acceptance of lower amounts at sole discretion of advisor) Fee-only: Hourly fees $100-$500 per hour; Fixed fees $2,500-$50,000 per plan depending on complexity
Main office location
Gosho Financial Group
1900 S Norfolk Street, Suite 350
San Mateo CA 94403, United States
Number of offices
1
Most active in
Gosho Financial Group has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
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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