G
Goodman Asset Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$33,590,766
Clients
23
35% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
23
TypicalAverage account size
$1,460,468
About
The firm provides personalized, fee-only financial planning and investment management to individuals, trusts, and estates, documenting goals in investment policy statements and conducting periodic reviews. It manages about $33.6 million across a small roster of clients and does not accept commissions or act as custodian.
The investment approach emphasizes fundamental analysis and strategic asset allocation using mutual funds/ETFs, bond funds, U.S. government obligations and CDs, with broadly diversified, buy-and-hold portfolios tailored to each client. Advice is delivered on a non-discretionary basis—clients retain final trading authority—and accounts are reviewed at least annually or when client circumstances change.
What distinguishes the firm from many peers is its affiliation with a practicing accounting operation: the principal also provides separate CPA and tax-related services and allocates a portion of professional time to accounting work, with any such engagements billed separately from advisory services. The firm’s practice is also notable for managing all client assets on a non-discretionary basis and using an institutional custodian arrangement that provides access to no-load funds and custody services without commission arrangements.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General tax planning
Wealth management
Fee options
Financial plan fees range from $750 to $2,500, negotiable based on complexity and services requested; Retainer agreements with fixed fees are negotiable.
0.25% to 1% annually (negotiable per client)
Financial planning follow-up work billed at $175 - $225 per hour; limited scope planning engagements billed at $225 - $300 per hour.
Fee-only: Firm is strictly fee-only; no commissions accepted or paid.
Main office location
Goodman Asset Management, Inc.
Framingham MA, United States
Number of offices
1
Most active in
Goodman Asset Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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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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