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Lindsay Shae Elwood

ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC·ATHENS, Georgia
Unclaimed Profile
687 S MILLEDGE AVE, ATHENS, GA 30605CRD# 5096712Firm CRD# 154839
01

About

Lindsay Shae Elwood is a registered financial advisor based in ATHENS, Georgia, affiliated with ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC
ELWOOD & GOETZ
AUM
$682M
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5096712
Firm CRD# 154839
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lindsay Shae Elwood offer?
Lindsay Shae Elwood specializes in Financial Planning, Investment Management. Contact their office in ATHENS, Georgia for a consultation.
What are Lindsay Shae Elwood's credentials?
Lindsay Shae Elwood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lindsay Shae Elwood located?
Lindsay Shae Elwood is based in ATHENS, Georgia, working with ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC. Their office serves clients in the ATHENS metropolitan area and surrounding communities.
How does Lindsay Shae Elwood charge for services?
Lindsay Shae Elwood's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC?
ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC has approximately 19 employees and manages $682M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ATHENS
Robert Howard Carson — CARSON ADVISORY, INC.Kelly L Dixon — CANNON FINANCIAL STRATEGISTS, INC.Jeffrey Jon Young — CANNON FINANCIAL STRATEGISTS, INC.James Harvey Bozman — BROAD STREET CAPITAL ADVISORS, LLCJoseph William Goetz — ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC
Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)
City Guides
ATLANTA GuideALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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