Advisor at Goldfarb Wealth Advisors
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Firm
Goldfarb Wealth Advisors
Location
Charlotte, NC
Credentials
Series 65
Industry experience
12 years
Dana Goldfarb is the sole advisor at Goldfarb Wealth Advisors in Charlotte, NC, holding a Series 65 credential with 12 years of industry experience. He has led Goldfarb Wealth Advisors since 2014. Goldfarb Wealth Advisors provides personalized investment advisory and financial planning services to individuals, families, trusts, estates, and small businesses. The firm employs a modern portfolio theory-based investment approach focused on globally diversified, low-cost mutual funds and ETFs, with an emphasis on long-term buy-and-hold strategies and tax-aware actions.
Based on Goldfarb Wealth Advisors
Financial consulting fixed fees generally range from $500 to $3,500 per engagement.
Financial consulting hourly fees range from $150 to $200 per hour.
Account minimum: $250,000 Minimum fee: Negotiable fixed annual retainer between $2,400 and $4,000 per year, billed quarterly ($600 to $1,000 per quarter), may be more for complex or large accounts. Fee-only: Fee-only cost structure; no commissions or finder's fees accepted.
Charlotte, NC
North Carolina
Goldfarb Wealth Advisors, LLC
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Charlotte, NC
Lake Effect Wealth LLC
CFP®
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