Goldsmith Martin Wealth Strategy
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Goldsmith Martin Wealth Strategy LLC is a fee-only registered investment adviser that provides wealth management and financial planning to individuals, high‑net‑worth individuals, charitable organizations, and businesses. Services include discretionary portfolio management across stocks, bonds, mutual funds, ETFs, municipal securities and cash equivalents, along with written financial plans covering net worth, cash flow, retirement, insurance, college planning and estate considerations.
The firm develops client-specific investment policies and asset allocation targets, using a mix of passive and active strategies and conducting fundamental and mutual fund/ETF analysis to select investments; it generally favors longer-term holdings but may employ short-term trades when warranted. It operates with discretionary authority, requires clients to custody accounts at Altruist Financial, and implements trades on an individual‑account basis rather than aggregating (block) trades, with custodial statements provided to clients.
Distinctive aspects disclosed in the brochure include that the firm is newly formed and, as of July 27, 2026, reported no assets under management and is filing its first Form ADV. The firm’s principal also maintains an outside business as a Realtor (reported to occupy roughly 20% of the principal’s time), the firm requires use of a single institutional custodian (Altruist), and it does not vote client proxies, practices that differ from many peers.
Client services
Expertise
Fee options
$0 - $1,000,000: 2.00% $1,000,001+: 1.50%
$150 per hour (negotiable) for financial planning services.
Fee-only: Fees are negotiable; standard fee schedule is 2.00% for $0-$1,000,000 and 1.50% for amounts above $1,000,000, applied as a straight tier.
Main office
Montgomery AL
Advisors at this office
1
Most active in
Alabama
Also doing business as
Goldsmith Martin Wealth Strategy · Goldsmith Martin Wealth Strategy LLC
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.
Forms ADV
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