Marc Goldstein
Haven Wealth Group · Atlanta, Georgia
Marc Goldstein is a fee-only financial advisor at Haven Wealth Group in Atlanta, Georgia. Haven Wealth Group reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Haven Wealth Group |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $514.8M across 819 accounts |
| SEC registration | Investment adviser representative in GA · CRD 2334828 |
| Exams passed | Series 63 (1993) · Series 65 (2011) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.havenwg.com |
| Profile |
How Marc's firm compares
- Haven Wealth Group's average account is about $629,000, from its Form ADV (assets managed divided by 819 accounts).
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Questions about Marc
Is Marc Goldstein a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marc holds no broker registration, and Haven Wealth Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Marc charge for financial advice?
Marc's firm, Haven Wealth Group, reports charging a percentage of assets on its SEC Form ADV.
Where is Marc Goldstein based?
Marc Goldstein is based in Atlanta, Georgia.
Is Marc Goldstein registered with the SEC?
Yes. Marc Goldstein is registered as an investment adviser representative in GA (CRD 2334828), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Haven Wealth Group manage?
Haven Wealth Group reports $514.8M across 819 accounts in assets under management.
How do I contact Marc Goldstein?
Through Marc's website, www.havenwg.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Atlanta
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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