Firm
LifeGoal Investments
Saratoga Springs, New York
Fee-only
LifeGoal Investments at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 6 advisors are listed here; 1 of 6 hold the CFP.
- Its Form ADV reports 6 employees and 319 individual clients, 269 of them high net worth.
- Its average account is about $578,000 (assets it manages divided by its 965 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Saratoga Springs, New York |
|---|---|
| Website | lifegoalinvestments.com |
| [email protected] | |
| Phone | (607) 434-0742 |
LifeGoal Investments fees
LifeGoal Investments 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 |
|---|---|
| Assets managed | $558 million |
| Individual clients | 50 |
| High-net-worth clients | 269 |
| Accounts managed | 965 |
| Employees | 6 |
| Planning clients | 0 |
| Registered with | The SEC (801-131015) |
| Financial planning | Offered |
| Form ADV filed | October 20, 2026 |
| SEC record | CRD 327833 |