Jeremy Goldberg
Professional Advisory Services · Vero Beach, Florida
Jeremy Goldberg is a fee-only financial advisor at Professional Advisory Services in Vero Beach, Florida, who holds the CFP and CFA credentials. Jeremy charges a percentage of assets (1% a year on the first tier of assets managed and typically works with clients with $500,000 or more) and focuses on retirement planning.
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Specialties
Facts
| Firm | Professional Advisory Services |
|---|---|
| Based in | Vero Beach, Florida |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · Typically works with clients with $500,000 or more |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $1.26B across 1,234 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CA, FL · CRD 6514750 |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.pa-services.com |
| Profile |
How Jeremy's firm compares
- Professional Advisory Services's average account is about $1.0 million, from its Form ADV (assets managed divided by 1,234 accounts).
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Questions about Jeremy
Is Jeremy Goldberg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeremy holds no broker registration, and Professional Advisory Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeremy charge for financial advice?
Jeremy charges a percentage of assets.
How much does Jeremy charge?
According to Professional Advisory Services's website, checked October 30, 2026: 1% a year on the first tier of assets managed; typically works with clients with $500,000 or more.
Does Jeremy work with clients virtually?
Yes. Professional Advisory Services says on its website that it works with clients remotely.
Where is Jeremy Goldberg based?
Jeremy Goldberg is based in Vero Beach, Florida.
What does Jeremy specialize in?
Jeremy's specialties include retirement planning.
What credentials does Jeremy Goldberg hold?
Jeremy Goldberg holds the CFP and CFA credentials.
Is Jeremy Goldberg registered with the SEC?
Yes. Jeremy Goldberg is registered as an investment adviser representative in CA and FL (CRD 6514750), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Professional Advisory Services manage?
Professional Advisory Services reports $1.26B across 1,234 accounts in assets under management.
How do I contact Jeremy Goldberg?
Through Jeremy's website, www.pa-services.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
- Professional Advisory Services 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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