Goal Quest Advisors, LLC

Overview

Goal Quest Advisors, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients with fee arrangements that include a percentage of assets under management, hourly engagement fees, and fixed-fee planning work. Its stated advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting services. Goal Quest does not present itself as a capital allocator and is not identified as an active ESG investor or a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives