Brett Sohns
LifeGoal Investments · Saratoga Springs, New York
Brett Sohns is a fee-only financial advisor at LifeGoal Investments in Saratoga Springs, New York. Brett focuses on retirement planning and tax planning. LifeGoal Investments reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | LifeGoal Investments |
|---|---|
| Based in | Saratoga Springs, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $558M across 965 accounts |
| SEC registration | Investment adviser representative in LA, NY, TX · CRD 5472309 |
| Exams passed | Series 63 (2008) · Series 65 (2019) |
| Firm size | 6 employees |
| Disclosures | Reported; see the SEC record |
| Website | lifegoalinvestments.com |
| Profile |
How Brett's firm compares
- LifeGoal Investments's average account is about $578,000, from its Form ADV (assets managed divided by 965 accounts).
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Questions about Brett
Is Brett Sohns a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brett holds no broker registration, and LifeGoal Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brett charge for financial advice?
Brett's firm, LifeGoal Investments, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Brett Sohns based?
Brett Sohns is based in Saratoga Springs, New York.
What does Brett specialize in?
Brett's specialties include retirement planning and tax planning.
Is Brett Sohns registered with the SEC?
Yes. Brett Sohns is registered as an investment adviser representative in LA, NY and TX (CRD 5472309), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does LifeGoal Investments manage?
LifeGoal Investments reports $558M across 965 accounts in assets under management.
How do I contact Brett Sohns?
Through Brett's website, lifegoalinvestments.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
- LifeGoal Investments 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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