Goyette Financial Planning, Inc
CRD 133566SEC# 801-127509Thousand Oaks, CA
No longer SEC-registered. Goyette Financial Planning, Inc appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$196.7M
Employees
1
Accounts
198
Location
Thousand Oaks, CA
Goyette Financial Planning, Inc assets under management
Goyette Financial Planning, Inc operates as an SEC-registered investment adviser based in Thousand Oaks, CA. It reports $196.7 million in regulatory assets under management and employs 1 people.
Goyette Financial Planning, Inc owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Goyette-Kessler Family Trust Dtd 12/11/2003 Control | Member | Over 75% | 2005 |
| Stephan R Goyette Control | President & Chief Compliance Officer | Under 5% | 2004 |
| Patricia Marie Kessler Control | Trustee | 50-75% | 2003 |
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Join to unlock · $37/moFrequently asked questions
How much does Goyette Financial Planning, Inc manage?
Goyette Financial Planning, Inc reports $196.7 million in regulatory assets under management on its Form ADV.
How many employees does Goyette Financial Planning, Inc have?
Goyette Financial Planning, Inc reports 1 employees.
Where is Goyette Financial Planning, Inc located?
Goyette Financial Planning, Inc is based in Thousand Oaks, CA.
Does Goyette Financial Planning, Inc disclose fund performance?
Goyette Financial Planning, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 25 W Rolling Oaks Drive, Suite 111, Thousand Oaks, CA 91361 |
| Office hours | By Appointment Only |
| Discloses disciplinary history | No |
Regulatory AUM
$196.7M▲ 17%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$196.7Mregulatory AUM
Discretionary $196.7M