Harry Martin
GoalVest Advisory · New York, New York
Harry Martin is a fee-only financial advisor at GoalVest Advisory in New York, New York. Harry 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.
Request an introduction to Harry →
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 TX · CRD 2549229 |
| Exams passed | Series 63 (1994) · Series 65 (1995) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | goalvestadvisory.com |
Request an introduction to Harry
Tell Harry a little about what you're looking for. Harry isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Harry
Is Harry Martin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Harry 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 Harry charge for financial advice?
Harry's firm, GoalVest Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Harry charge?
According to GoalVest Advisory's website, checked October 30, 2026: a $2,000,000 asset minimum.
Where is Harry Martin based?
Harry Martin is based in New York, New York.
What does Harry specialize in?
Harry's specialties include equity compensation, founders (pre-exit), tax planning and estate & legacy planning. Harry works with executives, high earners and ultra high net worth.
Is Harry Martin registered with the SEC?
Yes. Harry Martin is registered as an investment adviser representative in TX (CRD 2549229), 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 Harry Martin?
Through Harry'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.
See something wrong? Request a correction. Read our methodology.