DG
CFP
DG
CFP

Daniel Ryan Goodman

4 Years of Experience
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fixed/Hourly
Firm Size
14 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Comprehensive financial planning is offered for a yearly fee between $5,500 and $15,000, billed quarterly. This includes Rothology or Rothology Legacy services.

A la carte financial planning modules are available for $2,000 each, with additional modules costing $1,500 each if purchased at the same time. A $1,000 set-up fee may apply.

Annual Retainer:$5,500 - $15,000/year
One-Time Plan:$2,000
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DG
Daniel Ryan Goodman

Location

Idaho Falls, ID

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Daniel Goodman is a Certified Financial Planner at Brightside, dedicating about half of his time to this role.

Employment History
Current Registrations
Q3 Advisors, LLC
September 2025 - Present · 5 mos
Good Better Best Financial Planning LLC
May 2023 - Present · 2 yrs 9 mos
Previous Registrations
Wt Wealth Management, LLC
October 2018 - May 2020 · 1 yr 7 mos
State Registrations1 state
ID
Advisor
Exams
No exam information available for this advisor.
DG
Contact
Daniel Ryan Goodman