Joseph Goldy
Highland Financial Advisors · Wayne, New Jersey
Joseph Goldy is a fee-only financial advisor at Highland Financial Advisors in Wayne, New Jersey, who holds the CFP credential. Highland Financial Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Highland Financial Advisors |
|---|---|
| Based in | Wayne, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $640.0M across 1,151 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ · CRD 4936121 |
| Exams passed | Series 66 (2005) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.highlandplanning.com |
How Joseph's firm compares
- Highland Financial Advisors's average account is about $556,000, from its Form ADV (assets managed divided by 1,151 accounts).
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Questions about Joseph
Is Joseph Goldy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Highland Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Highland Financial Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Joseph Goldy based?
Joseph Goldy is based in Wayne, New Jersey.
What credentials does Joseph Goldy hold?
Joseph Goldy holds the CFP credential.
Is Joseph Goldy registered with the SEC?
Yes. Joseph Goldy is registered as an investment adviser representative in NJ (CRD 4936121), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Highland Financial Advisors manage?
Highland Financial Advisors reports $640.0M across 1,151 accounts in assets under management.
How do I contact Joseph Goldy?
Through Joseph's website, www.highlandplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Wayne
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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