GoTo Financial

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Client assets under management

$64,118,614

Clients

60% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$956,994

About

The firm provides portfolio asset management, financial planning and consulting, referrals to third-party money managers, and periodic newsletters to individuals, high-net-worth clients, trusts, estates, and business entities. It emphasizes ongoing account supervision and client meetings to establish objectives and implements portfolios using exchange-traded funds, mutual funds, individual stocks and bonds.

The firm describes a hands-on approach to portfolio management with at least quarterly reviews and may rebalance or adjust accounts as needed; it also invests client cash in conservative instruments such as money market funds and CDs. Its stated investment toolbox includes active techniques not always typical for similarly sized advisers—short-term trading, margin, short sales and option writing—and it relies on custodial and research arrangements with Schwab Institutional.

Several operational features distinguish the firm from many peers: it refers clients to third-party money managers and discloses receiving ongoing payments from those managers, one principal holds FINRA Series 6, 7, 63 and 66 licenses, and the firm operates a separate financial software business (Asset Planet) noted as consuming significant time. The brochure also discloses use of Schwab-provided research and brokerage services (soft-dollar benefits) and formal personal-trading controls and a Code of Ethics.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies Active portfolio management

Fee options

Fixed

Generally ranges from $995 to $7,500

Percentage

0.35% - 1.25% (negotiated per client contract)

Project-based

$650 per hour

Main office location

GoTo Financial

9452 Telephone Rd, 224

Ventura CA 93004, United States

Number of offices

Most active in

California

Disclosures

Business activities & affiliations

Is active or affiliated with:

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

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.

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 818-835-9053

Advisors at this firm

Ian G

Series 63, Series 65

Westlake Village, CA

GoTo Financial

Ian Goldey is a financial advisor at GOTO Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been leading Goldey Capital LLC since 2011. In addition to his advisory role, he is the CEO and co-founder of Asset Planet, a FINTECH SaaS software company, where he assists software programmers with function design. GOTO Financial provides portfolio asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm emphasizes ongoing account supervision with at least quarterly reviews and employs a range of investment techniques including active strategies such as short-term trading and option writing.

Options & derivatives strategies Active portfolio management

Adam M

Series 63, Series 66

Westlake Village, CA

GoTo Financial

Adam Meyers is a financial advisor at GOTO Financial with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Goldey Capital, LLC since 2017 and Western International Securities, Inc. from 2013 to 2017. GOTO Financial provides portfolio asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a hands-on approach with at least quarterly portfolio reviews and uses a range of investment strategies, including exchange-traded funds, mutual funds, individual stocks and bonds, as well as active techniques such as short-term trading and option writing.

Options & derivatives strategies Active portfolio management

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