Goal Wealth Advisory Group, LLC

Overview

Goal Wealth Advisory Group, LLC is a small, individual-owned LLC that serves individual and family clients. The firm operates as a registered representative of a broker-dealer while also delivering advisory services that include financial planning and portfolio management for individuals and small businesses. Compensation is a mix of percentage-of-AUM fees and fixed fees. The firm reports a preference for equities and is not positioned as a capital allocator or pension consultant. It is not identified as an active ESG investor, is not a multistate adviser, and is not newly formed. Regulatory and affiliation details indicate an ongoing broker-dealer relationship rather than an independent, standalone RIA custody model.

Assets & Accounts

Public Holdings

Investments & Alternatives