Firm
GoalVest Advisory
New York, New York
Fee-only
Facts
| Based in | New York, New York |
|---|---|
| Website | goalvestadvisory.com |
| Phone | (646) 941-8458 |
GoalVest Advisory fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $2,000,000 |
|---|
In the firm's words
"GoalVest works with clients starting at $2 million in investable assets." source
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 | $778 million |
| Individual clients | 236 |
| Financial planning | Offered |
| Form ADV filed | August 12, 2026 |
| SEC record | CRD 285374 |