Carl Goodman
Goodman Asset Management · Framingham, Massachusetts
Carl Goodman is a fee-only financial advisor at Goodman Asset Management in Framingham, Massachusetts, who holds the PFS credential. Goodman Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Goodman Asset Management |
|---|---|
| Based in | Framingham, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $33.6M across 23 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in MA · CRD 2574089 |
| Exams passed | Series 65 (1994) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Carl's firm compares
- Goodman Asset Management's average account is about $1.5 million, from its Form ADV (assets managed divided by 23 accounts).
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Questions about Carl
Is Carl Goodman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Carl holds no broker registration, and Goodman Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Carl charge for financial advice?
Carl's firm, Goodman Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Carl Goodman based?
Carl Goodman is based in Framingham, Massachusetts.
What credentials does Carl Goodman hold?
Carl Goodman holds the PFS credential.
Is Carl Goodman registered with the SEC?
Yes. Carl Goodman is registered as an investment adviser representative in MA (CRD 2574089), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Goodman Asset Management manage?
Goodman Asset Management reports $33.6M across 23 accounts in assets under management.
How do I contact Carl Goodman?
Contact details aren't on file yet. Search for Goodman Asset Management.
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
- 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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