# Alex Goldstein

> Alex Goldstein is a fee-only financial advisor at Atlas Financial in West Palm Beach, Florida. Alex focuses on family wealth transfer. Atlas Financial reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/alex-goldstein/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Atlas Financial
- **Based in:** West Palm Beach, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees; Performance-based fees
- **Assets under management (firm):** $153.9M across 52 accounts
- **Specialties:** Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 6944442 (https://adviserinfo.sec.gov/individual/summary/6944442)
- **SEC registration:** Investment adviser representative in FL, TX
- **Exams passed:** Series 66 (2020)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.atlasfinancial.com

## Frequently asked questions

### Is Alex Goldstein a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Alex holds no broker registration, and Atlas Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Alex charge for financial advice?

Alex's firm, Atlas Financial, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Alex Goldstein based?

Alex Goldstein is based in West Palm Beach, Florida.

### What does Alex specialize in?

Alex's specialties include family wealth transfer. Alex works with multi-generational families.

### Is Alex Goldstein registered with the SEC?

Yes. Alex Goldstein is registered as an investment adviser representative in FL and TX (CRD 6944442), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Atlas Financial manage?

Atlas Financial reports $153.9M across 52 accounts in assets under management.

### How do I contact Alex Goldstein?

Through Alex's website, www.atlasfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6944442): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://atlasfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.