Goalen Capital Advisors

Goalen Capital Advisors at a glance

• One of 107 fee-only firms based in Utah in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 2 employees and 91 individual clients, 46 of them high net worth.
• Its average account is about $227,000 (assets it manages divided by its 384 accounts).

Fee-only advisors in Utah · What fee-only advisors charge in Utah

Facts

Goalen Capital Advisors fees

Goalen Capital Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (1)

• Stephen Goalen

  CFP