GOYETTE FINANCIAL PLANNING, INC

GFP WEALTH MANAGEMENT
THOUSAND OAKS, California·2 registered advisors·CRD# 133566
SEC# 801-1275090805-494-8181
01

Firm Overview

AUM
$147M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at GOYETTE FINANCIAL PLANNING, INC

2 registered advisors
Patricia Marie Kessler
THOUSAND OAKS, California
Stephan R Goyette
THOUSAND OAKS, California
05

Office Locations

THOUSAND OAKS, California
2 advisors

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Data sourced from SEC Form ADV filings. GOYETTE FINANCIAL PLANNING, INC (CRD# 133566) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.