Ashley
Goggins

Hidden Cove Wealth Management

CRD#4827913
Investment Advisor
in Bainbridge Island, WA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Ashley Goggins is a financial advisor working out of Bainbridge Island, Washington with a total of 1 year of industry experience. Goggins is an advisor for Hidden Cove Wealth Management. During their career, Goggins has held roles at Morgan Stanley Smith Barney, One Strategic Capital, Inc and Hidden Cove Wealth Management, LLC. Goggins holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and is able to work in Washington. Hidden Cove Wealth Management is a firm that has its headquarters in Bainbridge Island, WA. It oversees $205 million in assets between its 762 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 762 customer accounts, just 13% belong to high-net-worth clients who have greater than $1 million in investable assets. Hidden Cove Wealth Management performs a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees largely vary depending on which services the firm provides the client. Fees billed by Hidden Cove Wealth Management most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

249 Winslow Way East Suite 100
Bainbridge Island, WA 98110

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Hidden Cove Wealth Management Brokerage Details

Total Assets Under Management

$204,991,546

WA Average: $3,566,627,242
Total Number of Employees

8

WA Average: 46
Total Number of Accounts

762

WA Average: 1,499
Average Account Size

$269,018

WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Ashley Goggins Work History

Ashley has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Hidden Cove Wealth Management, LLC

2021 - Present (3 years)

One Strategic Capital, Inc

2009 - 2021 (12 years)

Morgan Stanley Smith Barney

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ashley Goggins to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Hidden Cove Wealth Management

Jordan Bingham
Bainbridge Island, WA
Andrew Turner
Bainbridge Island, WA
David Beck
Bainbridge Island, WA
Ashley Goggins
Bainbridge Island, WA
Shane Dir
Bainbridge Island, WA
Ron Elzig
Bainbridge Island, WA
Jonathan Magee
Bainbridge Island, WA
Chad Bearden
Bainbridge Island, WA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started