Alex Goldstein
Atlas Financial · West Palm Beach, Florida
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.
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Specialties
Who they serve
- Multi-generational families
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 | $153.9M across 52 accounts |
| SEC registration | Investment adviser representative in FL, TX · CRD 6944442 |
| Exams passed | Series 66 (2020) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.atlasfinancial.com |
| Profile |
How Alex's firm compares
- Atlas Financial's average account is about $3.0 million, from its Form ADV (assets managed divided by 52 accounts).
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Questions about Alex
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Atlas Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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