Dana Goldfarb
Goldfarb Wealth Advisors · Charlotte, North Carolina
Dana Goldfarb is a fee-only financial advisor at Goldfarb Wealth Advisors in Charlotte, North Carolina. Dana charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $2,000 a year).
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Facts
| Firm | Goldfarb Wealth Advisors |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model | Flat fee or retainer · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $2,000 a year |
| Assets under management | $52.0M across 54 accounts |
| SEC registration | Investment adviser representative in NC · CRD 6291977 |
| Exams passed | Series 65 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.goldfarbwealthadvisors.com |
| Profile |
How Dana's firm compares
- Ongoing planning starts at $2,000 a year, below the North Carolina median of $4,500 for fee-only firms that publish prices.
- Goldfarb Wealth Advisors's average account is about $963,000, from its Form ADV (assets managed divided by 54 accounts).
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Questions about Dana
Is Dana Goldfarb a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dana holds no broker registration, and Goldfarb Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dana charge for financial advice?
Dana charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee.
How much does Dana charge?
According to Goldfarb Wealth Advisors's website, checked October 30, 2026: ongoing planning from $2,000 a year.
Where is Dana Goldfarb based?
Dana Goldfarb is based in Charlotte, North Carolina.
Is Dana Goldfarb registered with the SEC?
Yes. Dana Goldfarb is registered as an investment adviser representative in NC (CRD 6291977), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Goldfarb Wealth Advisors manage?
Goldfarb Wealth Advisors reports $52.0M across 54 accounts in assets under management.
How do I contact Dana Goldfarb?
Through Dana's website, www.goldfarbwealthadvisors.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
- Goldfarb Wealth Advisors 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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