Goto Financial Advisory LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Goto Financial Advisory LLC provides fee-only financial planning to individual clients, with a primary focus on Japanese individuals residing in the U.S. Services center on comprehensive financial plans covering investment planning, retirement income, tax and Social Security considerations, insurance, college planning, and debt/credit matters.
The firm operates on an advice-only model: it does not custody client assets, trade or monitor portfolios, or provide ongoing portfolio management, and engagements generally conclude with a written financial plan and a limited period of follow-up. Investment recommendations emphasize a long-term, passive approach using low-cost index mutual funds and ETFs, and the firm will advise on existing individual securities mainly for concentration or tax considerations.
What is distinctive about this firm is that it does not offer portfolio management for individual client accounts and does not use percentage-of-assets-under-management fees, relying instead on hourly and flat-fee planning arrangements. The principal also provides tax and Social Security advisory services as an Enrolled Agent and Registered Social Security Analyst and discloses ownership of a passive income asset, all of which are identified as potential conflicts and supplemental areas of expertise in client planning.
Client services
Expertise
Demographic focus
Fee options
Comprehensive financial planning - $975; Retirement income planning - $975; Periodic planning review - $600; Also flat-fee quotes for initial engagements based on estimated hours times hourly rate
$200 per hour
Fee-only: Hourly fee of $200 per hour; flat fees including Comprehensive financial planning - $975; Retirement income planning - $975; Periodic planning review - $600
Main office
Franklin TN
Advisors at this office
1
Most active in
Tennessee
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
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