Yevgeniy Oktyabrskiy
Goodstein Wealth Management · Encino, California
Yevgeniy Oktyabrskiy is a fee-only financial advisor at Goodstein Wealth Management in Encino, California. Goodstein Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Goodstein Wealth Management |
|---|---|
| Based in | Encino, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $114.2M across 275 accounts |
| SEC registration | Investment adviser representative in WA · CRD 7962861 |
| Exams passed | Series 65 (2024) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | goodsteinwealthmanagement.com |
How Yevgeniy's firm compares
- Goodstein Wealth Management's average account is about $415,000, from its Form ADV (assets managed divided by 275 accounts).
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Questions about Yevgeniy
Is Yevgeniy Oktyabrskiy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Yevgeniy holds no broker registration, and Goodstein Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Yevgeniy charge for financial advice?
Yevgeniy's firm, Goodstein Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Yevgeniy Oktyabrskiy based?
Yevgeniy Oktyabrskiy is based in Encino, California.
Is Yevgeniy Oktyabrskiy registered with the SEC?
Yes. Yevgeniy Oktyabrskiy is registered as an investment adviser representative in WA (CRD 7962861), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Goodstein Wealth Management manage?
Goodstein Wealth Management reports $114.2M across 275 accounts in assets under management.
How do I contact Yevgeniy Oktyabrskiy?
Through Yevgeniy's website, goodsteinwealthmanagement.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
- 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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