AdFi
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DAI WEALTH, LLC

SEC Registered
ATLANTA, GAhttps://goodcounselwealth.com404-531-7080
Assets Under Management
$100M–$500M
Employees
40
Office Locations
7 offices
Total Accounts
2048

About the firm

Good Counsel Wealth Management is an independent financial advising firm that operates as a fiduciary, treating client relationships as partnerships. The firm is led by Rob Tanhoff, who has been an independent financial advisor since 2016, and is located in Mankato, MN.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthState/Municipal

Areas of expertise

Comprehensive Financial PlanningFiduciary AdvisoryIndependent Financial AdvisingRetirement SavingsInvestment ManagementBusiness Owner Planning

Services

Comprehensive financial planning, investment advisory services, and retirement savings solutions for individuals, families, and business owners and their employees.

Who they serve

Individuals, families, business owners, and employees navigating their financial lives and saving for retirement.

Client segmentClientsAssets managed
Individuals (Non-HNW)823$94M
High Net Worth Individuals643$198M
Charitable Organizations26$11M
State/Municipal Entities8

5 total clients reported on Form ADV.

Leadership

Joseph Gerard Michaletz
PRESIDENT/CHIEF EXECUTIVE OFFICER
Christine Ellen Michaletz
VP/SECRETARY/TREASURER
Ernest George Strauss
CHIEF COMPLIANCE OFFICER
Llc Dai Holdings
OWNER
The Joseph G. Michaletz Revocable Living Trust Dtd. 9/13/2017
OWNER
The Christine E. Michaletz Revocable Living Trust Dtd. 9/13/2017
OWNER
Christine Ellen Michaletz
CO-TRUSTEE
Christine Ellen Michaletz
CO-TRUSTEE
Joseph Gerard Michaletz
CO-TRUSTEE
Joseph Gerard Michaletz
CO-TRUSTEE
Matthew Alan Ingber
CHIEF OPERATING OFFICER
Cc Capital Holdings Llc
MEMBER
Inc. Mike O'toole Real Estate
MEMBER
Craig Michael Covington
MEMBER
Michael Edward O'toole
OWNER
Candace Brown
VP, COMPLIANCE OFFICER
John R Martin
SVP, WEALTH MANAGEMENT

Office locations

7 offices in 6 states
GA
ATLANTAHQ
NY
EAST SETAUKET
MN
MANKATO
OK
EDMOND
NM
ALBUQUERQUE
MN
MANKATO
MA
HINGHAM

Advisors at this firm

25 advisors in the directory

Candace Brown
Investment Adviser Representative
Dual-registered
Jonathan R Creighton
Investment Adviser Representative
Dual-registered
Kristin Reeve Creighton
Investment Adviser Representative
Dual-registered
Brett Dickinson
Investment Adviser Representative
Dual-registered
Albert Trevor Flor
Investment Adviser Representative
Dual-registered
Amy Jennifer Fosbenner
Investment Adviser Representative
Dual-registered
James Goolsby
Investment Adviser Representative
Dual-registered
Amanda Kaye Ingwersen
Investment Adviser Representative
Dual-registered
Justin Scott Mackie
Investment Adviser Representative
Dual-registered
Christine Ellen Michaletz
Investment Adviser Representative
Dual-registered
Jack James Michaletz
Investment Adviser Representative
Dual-registered
Joseph Gerard Michaletz
Investment Adviser Representative
Dual-registered
John R Martin
Investment Adviser Representative
Dual-registered
Katelyn Marie Michaletz
Investment Adviser Representative
Dual-registered
Joey Dale Miller
Investment Adviser Representative
Investment Adviser Rep
Jason Anthony Mullins
Investment Adviser Representative
Dual-registered
Michael Edward O'Toole
Investment Adviser Representative
Dual-registered
Rod Paul Olson
Investment Adviser Representative
Dual-registered
Isaac Ortiz
Investment Adviser Representative
Dual-registered
Leslie Penka
Investment Adviser Representative
Dual-registered
Roy Vincent Pfleger
Investment Adviser Representative
Dual-registered
Nicole Marie Roubik
Investment Adviser Representative
Dual-registered
Connor Seedall
Investment Adviser Representative
Dual-registered
Robert W Tanhoff
Investment Adviser Representative
Dual-registered
David Stephen Ulm
Investment Adviser Representative
Dual-registered

Regulatory & compliance

CRD number
#138938
SEC Number
801-66260
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee / Other

Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DAI WEALTH, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

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DAI WEALTH, LLC in ATLANTA, GA | AdvisorFinder