# Sheldon Goldman

> Sheldon Goldman is a fee-only financial advisor at Goldman Wealth Management in San Diego, California, who holds the CFP credential. Sheldon focuses on retirement planning and small business owners. Goldman Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/sheldon-goldman/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Goldman Wealth Management
- **Based in:** San Diego, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $120.0M across 168 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Small business owners
- **Works with:** Retirees, Founders
- **CRD:** 2437093 (https://adviserinfo.sec.gov/individual/summary/2437093)
- **SEC registration:** Investment adviser representative in AZ, CA, TX
- **Exams passed:** Series 63 (1994), Series 65 (2004)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.goldmanwm.com

## Frequently asked questions

### Is Sheldon Goldman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Sheldon holds no broker registration, and Goldman Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Sheldon charge for financial advice?

Sheldon's firm, Goldman Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Sheldon Goldman based?

Sheldon Goldman is based in San Diego, California.

### What does Sheldon specialize in?

Sheldon's specialties include retirement planning and small business owners. Sheldon works with retirees and founders.

### What credentials does Sheldon Goldman hold?

Sheldon Goldman holds the CFP credential.

### Is Sheldon Goldman registered with the SEC?

Yes. Sheldon Goldman is registered as an investment adviser representative in AZ, CA and TX (CRD 2437093), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Goldman Wealth Management manage?

Goldman Wealth Management reports $120.0M across 168 accounts in assets under management.

### How do I contact Sheldon Goldman?

Through Sheldon's website, www.goldmanwm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2437093): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.goldmanwm.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.