Firm
Goalfocus Financial
Aventura, Florida
Fee-only
Goalfocus Financial at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 14 individual clients, 9 of them high net worth.
- Its average account is about $665,000 (assets it manages divided by its 14 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Aventura, Florida |
|---|---|
| Phone | (781) 498-1268 |
Goalfocus Financial fees
Goalfocus Financial 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
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $9 million |
| Individual clients | 5 |
| High-net-worth clients | 9 |
| Accounts managed | 14 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 28, 2026 |
| SEC record | CRD 145727 |