Alan Goodstein
Goodstein Wealth Management LLC · Encino, California
Alan Goodstein is a fee-only financial advisor at Goodstein Wealth Management LLC in Encino, California, who holds the CFP credential. Goodstein Wealth Management LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Goodstein Wealth Management LLC |
|---|---|
| Based in | Encino, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $114.2M across 275 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 2384297 |
| Exams passed | Series 63 (1993) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | goodsteinwm.com |
| Profile |
How Alan's firm compares
- Goodstein Wealth Management LLC's average account is about $415,000, from its Form ADV (assets managed divided by 275 accounts).
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Questions about Alan
Is Alan Goodstein a fee-only financial advisor?
Yes. Alan Goodstein is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Alan's firm.
How does Alan charge for financial advice?
Alan's firm, Goodstein Wealth Management LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Alan Goodstein based?
Alan Goodstein is based in Encino, California.
What credentials does Alan Goodstein hold?
Alan Goodstein holds the CFP credential.
Is Alan Goodstein registered with the SEC?
Yes. Alan Goodstein is registered as an investment adviser representative in CA and TX (CRD 2384297), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Goodstein Wealth Management LLC manage?
Goodstein Wealth Management LLC reports $114.2M across 275 accounts in assets under management.
How do I contact Alan Goodstein?
Through Alan's website, goodsteinwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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