Charles
Goodmiller
Baker Tilly Wealth Management, LLC
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About this Advisor
Charles Goodmiller is a financial advisor based in Paradise Valley, Arizona, working with Baker Tilly Wealth Management, LLC. Charles has previously held positions at Baker Tilly Advisory Group, Lp, Baker Tilly Wealth Management, LLC, Interocean Capital Group, LLC, Henry & Horne, Llp, and Independent Financial Group. Charles has passed the Series 66 regulatory exam and is registered to provide services in Arizona. Currently, Charles is part of Baker Tilly Wealth Management, LLC, which operates out of Paradise Valley, Arizona. The firm has 14 offices and 37 employees. The firm manages assets totaling $4.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Baker Tilly Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Baker Tilly Wealth Management, LLC Brokerage Details
$4,800,233,228
37
3,569
$1,344,980
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Charles Goodmiller Work History
Baker Tilly Advisory Group, Lp
Baker Tilly Wealth Management, LLC
Interocean Capital Group, LLC
Independent Financial Group
Henry & Horne, Llp
Disclosures
Please visit the SEC profile of Charles Goodmiller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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