Anthony Rodriguez
Investment adviser representative at Elwood & Goetz
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Elwood & GoetzDec 2025 to now
- Elwood & Goetz Wealth Advisory Group, LLCFeb 2024 to now
- The Vanguard Group, Inc.Jun 2023 to Feb 2024
- RandstadJun 2022 to Aug 2022
- Parsec FinancialMay 2021 to Aug 2021
- WalmartSep 2019 to Jan 2020
- University of GeorgiaAug 2019 to May 2023
- Lassiter High SchoolAug 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (GA).
Elwood & Goetz
Legal name: Elwood & Goetz Wealth Advisory Group, LLC
$1.1BAssets managed
686Clients
20Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7523043
- Firm CRD
- 154839