SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
The Goff Financial Group
Houston, TX
Matthew Goff Investment Advisor, LLC, CRD 114796
Firm filing updated March 31, 2026 ·
- $674.4MAssets
- 3Advisory staff
- 646Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals142
- Individuals81
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 81 | $32.8 million |
| High net worth individuals | 142 | $634.2 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $6.9 million |
| Other: "DONOR ADVISED" | Fewer than 5 clients | $439,511 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Assets and accounts
- Regulatory assets$674.4 million
- Accounts646
- Discretionary$669.4 million · 644 accounts
- Non-discretionary$5.0 million · 2 accounts
People
- Employees4
- Advisory staff3
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients11 to 25
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Matthew Goff Investment Advisor, LLC SEC-registered investment advisor. CRD 114796, SEC file 801-62129.
- Registered with the SEC as an investment advisor (status date on record: June 19, 2003).
Is The Goff Financial Group a fiduciary?
Short answer: The Goff Financial Group is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.