Making the Right Choice: Goodwin Investment Advisory vs Fisher Investments

Find out why Goodwin Investment Advisory outperforms Fisher Investments in client satisfaction and ratings.

Seeking a Trustworthy Financial Advisor with Proven Client Satisfaction?

Are you tired of feeling like just another account number at Fisher Investments? Experience the difference with Goodwin Investment Advisory. Our client-centered approach means you’ll always feel valued and listened to, ensuring your financial journey aligns with your life goals.

Fisher Investments vs Goodwin Investment Advisory

 

Criteria

Goodwin Investment Advisory

Fisher Investments

Local/Global Presence

Predominantly local with clients in 15 states

Global

Ratings & Reviews

As of 9/11/2024

Google 178 all 5-star reviews

Yelp 8 all 5-star reviews

Trustpilot no reviews

Google 2.5 stars out of 6 reviews

Yelp 1.8-star out of 132 reviews

Trustpilot 2.4-stars out of 54 reviews

Annual Advisory Fee Structure

Lower fees

First $500,000: 1.5% annually

Next $2,5 million: 1.00% annually

Next $2 million: 0.75% annually

Amounts over $5 million: 0.5% annually

Higher fees

$500,000: 1.5 % annually

First $1 million: 1.25% annually

Next $4 million: 1.125% annually

Amounts over $5 million: 1.00% annually

Number of Clients as of 2024

~675

~150,000

Advisor Interaction

Meets with CFP® Professional

Assigned “investment counselor”

Committees and Partnerships

Investment Committee, Client Advisory Board,

Advanced Planning Committee,

Fidelity Institutional Wealth Advisor

Investment Policy Committee

Pressure to Hire

Known for low-pressure sales

Known for high-pressure sales

Number of Advisors

6

1,574

Year Founded

2004

1979

The information in the table is based on publicly available data as of 9/11/2024.

Investment Advisory Services are offered through Goodwin Investment Advisory, LLC, a Registered Investment Advisor. The information provided is for information purposes only and is not intended to be investment advice. Data sources include Fisher Investments website, Google, Trust Pilot and Yelp.

Goodwin Investment Advisory Team, Woodstock, Georgia

Experience the Difference with Goodwin Investment Advisory

Envision a world where your financial future is secure, and your investment portfolio is professionally managed. Goodwin Investment Advisory aims to bring this vision to life, offering expert guidance and a client-centered approach that sets us apart.

“I feel valued and prioritized as a client with Goodwin Investment Advisory.”

“Feedback from current client in March 2024”

Secure Your Financial Future with Goodwin Investment Advisory

At Goodwin Investment Advisory, we offer personalized wealth management services that cater to your distinct financial goals. Our expert advisors, reasonable fees, and client-focused approach set us apart, providing a unique investment experience.

Hourly-Financial-Advisor-Woodstock-GA-couple-2024

Goodwin Investment Advisory

At Goodwin Investment Advisory, we offer personalized financial planning and wealth management services. Our expert team of advisors is committed to understanding your financial goals and crafting a unique plan tailored to your needs. With reasonable fees and a client-centered approach, we aim to deliver superior service and results to our clients.

Fisher Investments

While Fisher Investments offers a global scale of operations, their publicly available information indicates higher fees, and their customer reviews mention that impersonal service and high-pressure sales tactics often leave clients feeling unsatisfied. In contrast, Goodwin Investment Advisory’s local, personalized approach, lower fees, and expert team of advisors deliver a superior investment experience.

Goodwin Investment Advisory Team 2024 in Woodstock, GA - Homepage Hero

Meet Goodwin Investment Advisory: Your Guide to a Secure Financial Future

Goodwin Investment Advisory is not just a wealth management firm; we are your partner in achieving financial success. Our experienced advisors make us the ideal choice for your investment needs.

how to hire us?

Get on a call

STEP 1

schedule an intro call

Our consultant will listen to your story and answer any questions you have during this free 15-minute intro call.

Meet with an advisor

STEP 2

meet with an advisor

One of our advisors will discuss managing your investments and your financial goals in a free consultation.

Join our client family

STEP 3

join our client family

Join our firm for unparalleled customer service. Get your personalized strategy and access to all of our services.

discover why our clients trust Goodwin Investment Advisory

5 star google rating badge

* latest 10 reviews as of 07.2025

Highly recommend!

Ray Brown has been tremendously helpful in explaining and modeling various retirement scenarios. His explanations and the visualization tools in use at Goodwin Investments take a lot of the complexity out of the task of long range planning. Highly recommend!

Chad Griffith

client

I would wholeheartedly recommended this place

We met with Ray and Coby to discuss our current financial situation and some of the questions we had. We wanted to create a clear plan and we had some questions linked to our current property. Ray and Coby answered every question that we had and we left feeling incredibly clear on what our plan was. They were very thorough and professional and explained in great detail each subject we talked through to make sure we fully understood each aspect. If you are unsure of some things from a financial perspective or just want another opinion to validate your current plan I would wholeheartedly recommended this place.

Sean Fox Golf

non-client

I can’t say enough great things about Goodwin!

I can’t say enough great things about Goodwin! We give a big special thanks to Justin, he’s so amazing, so thorough, and so knowledgeable. It’s always a challenging topic to talk about finances, but every time that we have met with him, he has made it a comfortable and smooth conversation- going above and beyond to answer our questions. I genuinely believe that we are in a better financial situation because of his guidance!

Reagan O'Connor

client

With each visit I am more informed, and more comfortable

Joe Beckford has been my financial advisor for sometime now and with each visit I am more informed, and more comfortable as I get closer to retirement.

Kim Leahy

client

Justin is great to work with

Justin is great to work with, open to listening to various financial scenarios, and helping us develop and implement a very sound retirement plan!

Steve Seibert

client

We walked away feeling encouraged about our future

Ray was such a help at easing our minds and walking us through our retirement goals. He took time to cover all our concerns and helped us with things we felt totally lost on. We walked away feeling encouraged about our future. Wish we would have done this sooner! Thank you, Ray!

Lynne Collett

non-client

We are excited to reap the benefits as these experts build our wealth

My experience with Goodwin Investment Advisory has been superlative! Every team member is extremely professional, but there is an overriding priority of care and warmth as well. My husband and I feel extremely confident in the team’s combined financial advising experience, and we are excited to reap the benefits as these experts build our wealth.

Danel Lins

client

Highly recommend and I would give more than 5 stars if I could!

The entire staff is welcoming with great service. I can text, call or email Justin and I know I will get a quick response. I have never had one complaint with this company. Highly recommend and I would give more than 5 stars if I could!

Linda Traylor

client

I am looking forward to my next step with Goodwin Investment

Just had my first call with Tara and she was professional, friendly and put me at ease. I am looking forward to my next step with Goodwin Investment as Tara made a great first impression

Martha Trout

non-client

Good discussion with Ray

Good discussion with Ray about possibly coming in as a client

Gary

non-client

Goodwin Investment Advisory, LLC is an SEC Registered Investment Adviser. SEC registration does not imply a certain level of skill or training. GIA did not provide any cash or non-cash compensation in return for these reviews, testimonials, and endorsements by existing clients and other individuals. We are also unaware of any material conflicts of interest on the part of the person(s) giving the testimonial or endorsement resulting from the person’s relationship with Goodwin Investment Advisory, which could result in an incentive to recommend the adviser. Some existing clients may be extended members of employees’ families; they have not been paid to provide a testimonial. Opinions and comments given by GIA clients or other individuals may not represent any other person’s experience with the firm.

Step into a Stress-Free Financial Journey

Let Goodwin Investment Advisory be your guide on the path to financial freedom. Get in touch now and secure your financial future.

  • Enjoy personalized financial planning services

  • Benefit from lower fees for high-value services

  • CERTIFIED FINANCIAL PLANNER™ Professionals

  • Be part of a community with superior satisfaction ratings

  • Navigate your financial journey with our expert advisors

Don’t Let Financial Worries Hold You Back

We understand that entrusting your financial future to a wealth management firm can be daunting. High fees, impersonal service, and high-pressure sales tactics may have left you feeling disillusioned. But at Goodwin Investment Advisory, we do things differently. Our lower fees compared to Fisher Investments, personalized service, and low-pressure approach set us apart. Let’s conquer your financial goals together.

Ready to overcome your financial fears?

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