Goldfinch Financial, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
30
0% high-net worth
Total advisors
1
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
30
Average account size
$0
About
Goldfinch Financial offers financial planning and consulting to individuals, trusts, charitable organizations, and businesses, delivering broad-based or modular written plans and targeted advice on topics such as retirement, tax/cash flow, college, estate, and insurance. The firm does not provide portfolio management, does not participate in wrap fee programs, and does not take custody of client assets.
Advisory work is conducted through client meetings and the use of financial planning software to define long‑term goals and develop shorter‑term objectives, with recommendations typically framed in general terms or by asset class rather than as specific security selections. As part of its planning services the firm provides retirement-plan rollover considerations and may refer clients to other professionals or to affiliated representatives for implementation.
Goldfinch is also licensed as an insurance agency and its advisers are registered representatives on the LPL Financial platform, so advisers may earn commission‑based compensation for insurance and certain securities products and ordinarily direct brokerage to LPL, which can create potential conflicts of interest and limit execution options. The firm’s business model is notable among supported firms for combining hourly financial planning and consulting (no percentage‑of‑AUM billing) with affiliated commission opportunities while explicitly not offering discretionary portfolio management.
Client services
Expertise
Fee options
Commission-based compensation earned by registered representatives and insurance agents affiliated with the firm for securities and insurance product sales; separate and in addition to advisory fees.
$250 per hour for financial planning and consulting services, negotiable
Fee-only: $250 per hour (negotiable based on scope and complexity)
Main office location
Goldfinch Financial, Inc.
21 College Road
Manchester NH 03102, United States
Number of offices
1
Most active in
Massachusetts · New Hampshire · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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