Marie Gooch is a CFP-designated registered investment advisor at Fortress Financial Solutions, LLC, based in Tucson, AZ, with 5 years of industry experience. Marie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 265 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $30.0M | 0.40% |
| $30.0M - $50.0M | 0.35% |
| $50M+ | 0.30% |
Fee Estimator
Contact
Marie Gooch
Location
4640 East Sunrise Drive, Suite 211, Tucson, AZ, 85718
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Marie is the Founder and Chief Compliance Officer of MarGo Financial, L.L.C., providing financial planning services. While she is a licensed insurance agent, she currently does not sell insurance products and spends nearly full-time hours on this enterprise.
Employment History
Current Registrations
Fortress Financial Solutions, LLC
Margo Financial
Previous Registrations
Fortress Financial Solutions, LLC
Gradient Advisors, LLC
Pgh Advisors, LLC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Marie Gooch is a Certified Financial Planner professional and founder of MarGo Financial, LLC, a fee-only investment advisory firm. She joined the finance industry in her 50’s out of a genuine desire to help people feel more educated about, and engaged with, their money. She primarily focuses on helping Gen X women, especially those navigating life transitions—divorce, widowhood, career changes, retirement—move from uncertainty to confidence, from financial stress to financial security—so they can live fully on their own terms.