Braden DeForge
GoalVest Advisory · New York, New York
Braden DeForge is a fee-only financial advisor at GoalVest Advisory in New York, New York. Braden focuses on equity compensation, founders (pre-exit) and tax planning. GoalVest Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- High earners
- Ultra high net worth
Facts
| Firm | GoalVest Advisory |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | A $2,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $777.6M across 1,376 accounts |
| SEC registration | Investment adviser representative in NY, TX · CRD 7677300 |
| Exams passed | Series 65 (2022) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | goalvestadvisory.com |
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Questions about Braden
Is Braden DeForge a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Braden holds no broker registration, and GoalVest Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Braden charge for financial advice?
Braden's firm, GoalVest Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Braden charge?
According to GoalVest Advisory's website, checked October 30, 2026: a $2,000,000 asset minimum.
Where is Braden DeForge based?
Braden DeForge is based in New York, New York.
What does Braden specialize in?
Braden's specialties include equity compensation, founders (pre-exit), tax planning and estate & legacy planning. Braden works with executives, high earners and ultra high net worth.
Is Braden DeForge registered with the SEC?
Yes. Braden DeForge is registered as an investment adviser representative in NY and TX (CRD 7677300), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does GoalVest Advisory manage?
GoalVest Advisory reports $777.6M across 1,376 accounts in assets under management.
How do I contact Braden DeForge?
Through Braden's website, goalvestadvisory.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
- GoalVest Advisory 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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