Sevasti Balafas
GoalVest Advisory · New York, New York
Sevasti Balafas is a fee-only financial advisor at GoalVest Advisory in New York, New York, who holds the CFA credential. Sevasti 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 Sevasti →
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 |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NY, TX · CRD 4884215 |
| Exams passed | Series 63 (2013) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | goalvestadvisory.com |
| Profile |
Request an introduction to Sevasti
Tell Sevasti a little about what you're looking for. Sevasti 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 Sevasti
Is Sevasti Balafas a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sevasti 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 Sevasti charge for financial advice?
Sevasti's firm, GoalVest Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Sevasti charge?
According to GoalVest Advisory's website, checked October 30, 2026: a $2,000,000 asset minimum.
Where is Sevasti Balafas based?
Sevasti Balafas is based in New York, New York.
What does Sevasti specialize in?
Sevasti's specialties include equity compensation, founders (pre-exit), tax planning and estate & legacy planning. Sevasti works with executives, high earners and ultra high net worth.
What credentials does Sevasti Balafas hold?
Sevasti Balafas holds the CFA credential.
Is Sevasti Balafas registered with the SEC?
Yes. Sevasti Balafas is registered as an investment adviser representative in NY and TX (CRD 4884215), 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 Sevasti Balafas?
Through Sevasti'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.