Goal Line Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$71,171,000
Clients
68
Advisors
1
of 1 employees
About
Goal Line Wealth Management, Inc. serves individual and high-net-worth clients with investment advisory and financial planning services, offering both discretionary and non‑discretionary managed accounts and written investment strategies. Its services include recommending asset allocations across cash, stocks, mutual funds, bonds and annuities, performing suitability reviews, and, when appropriate, engaging third‑party sub‑advisers to manage portions of client assets.
The firm tailors portfolios to clients’ stated objectives, time horizons, and risk tolerances using a mix of asset‑allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchases, with accounts reviewed at least quarterly by the sole reviewer. GLWM emphasizes managing market risk while seeking to limit uncompensated risks and notes that investment strategies can carry significant tax considerations, advising clients to consult tax professionals.
Noteworthy distinctions include the brochure’s disclosure that the firm provides services to pension or profit‑sharing plan clients—an uncommon client type for independent solo advisers—and that the firm’s principal is also a licensed insurance agent who may recommend commissionable insurance products and devotes up to 30% of his time to that activity, a potential conflict disclosed in the document. The brochure also details the firm’s custodial and platform relationship with Charles Schwab, receipt of Schwab “Additional Services” such as eMoney financial planning software, and a reported $71,556,000 in discretionary and $14,245,000 in non‑discretionary assets under management as of January 3, 2026.
Client services
Expertise
Fee options
Fixed fees for financial planning projects ranging from $1,000 to $10,000 per project, negotiable
Up to 2% annually, charged monthly in advance, negotiable and based on asset size and complexity
Commission-based fees may arise from insurance products sold by the owner as an insurance agent, but not from advisory services
Hourly financial planning fees ranging from $350 to $500 per hour, negotiable
Fee-only: Asset management fees based on assets under management, no commissions received by GLWM or representatives
Main office
Solana Beach CA
Advisors at this office
1
Most active in
California · 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:
-
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.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)