GoalFocus Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
GoalFocus Financial, LLC provides comprehensive financial planning, consulting, and investment management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm focuses on retirement planning, investment planning, and protection/insurance planning and serves a small, primarily high‑net‑worth client base (about 14 clients with approximately $9.3 million in discretionary assets), with typical household assets above $100,000.
For investment management, the firm primarily uses no‑load open‑end mutual funds and ETFs, occasionally employing individual stocks and bonds, and it structures tailored strategic asset allocations after detailed data collection and risk‑tolerance and time‑horizon assessments. Portfolio monitoring combines fundamental, technical, and charting analysis and may include tactical rebalancing; currently all clients are managed under discretionary authority.
What is distinctive is the solo independent adviser model paired with a very small roster of largely high‑net‑worth clients, producing a higher average account size than is typical among independent peers. The firm also advises on employer‑sponsored retirement plan and variable life/annuity allocations and discloses affiliated insurance and brokerage activities (affiliate insurance activity is under 5% of time and no advisory affiliates currently act as registered representatives), a potential conflict of interest described in the brochure.
Client services
Expertise
Fee options
Fixed fees generally range from $600 to $25,000 depending on scope and services.
$0 - $99,999: 2.00% $100,000 - $249,999: 1.50% $250,000 - $499,999: 1.25% $500,000+: Negotiable
Certain Advisory Affiliates may provide securities brokerage services under a commission arrangement, but GoalFocus Financial, LLC itself does not sell securities products.
Hourly fees range from $100 to $300 per hour depending on the level and scope of services and professional involved.
Account minimum: No stated minimum requirement for opening or maintaining an account; typical client assets under management are over $100,000. Fee-only: Fixed fees generally range from $600 to $25,000; hourly fees range from $100 to $300 per hour.
Main office
18117 Biscayne Blvd, Unit 1515
Aventura FL 33160
Advisors at this office
1
Most active in
Massachusetts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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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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.
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