Gosho Financial Group

Overview

Gosho Financial Group is a small, independent registered investment adviser organized as a sole proprietorship that serves individual and family clients. The firm combines financial planning with portfolio management for individuals and small businesses, and it offers selection of outside managers plus educational seminars and workshops. Its fee model is flexible—charging based on a percentage of assets under management, hourly rates, and fixed fees—so it can accommodate both ongoing advisory relationships and project-based engagements. The firm describes itself as a capital allocator and uses third-party managers as part of its toolkit. Gosho Financial Group does not present itself as an active ESG investor and is not designated as a multistate or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives