Good News Financial & Investment Advisors, LLC

RIAState Registered

Total AUM

$4.4M

Discretionary

$4.4M

100% of AUM

Avg account

$80.7K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Largo, Maryland
CRD number: 311935
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals90.59%
Charitable Organizations9.41%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Good News Financial & Investment Advisors, LLC is an independent, Maryland-registered limited liability company that provides advisory services to both individual and family clients as well as institutional accounts. Ownership is listed as individual, and the firm operates as a capital allocator—meaning it places client assets with third-party managers in addition to running in-house portfolios. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Compensation arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not identify itself as an active ESG investor.