Goodman Asset Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides personalized, fee-only financial planning and investment management to individuals, trusts, and estates, documenting goals in investment policy statements and conducting periodic reviews. It manages about $33.6 million across a small roster of clients and does not accept commissions or act as custodian.
The investment approach emphasizes fundamental analysis and strategic asset allocation using mutual funds/ETFs, bond funds, U.S. government obligations and CDs, with broadly diversified, buy-and-hold portfolios tailored to each client. Advice is delivered on a non-discretionary basis—clients retain final trading authority—and accounts are reviewed at least annually or when client circumstances change.
What distinguishes the firm from many peers is its affiliation with a practicing accounting operation: the principal also provides separate CPA and tax-related services and allocates a portion of professional time to accounting work, with any such engagements billed separately from advisory services. The firm’s practice is also notable for managing all client assets on a non-discretionary basis and using an institutional custodian arrangement that provides access to no-load funds and custody services without commission arrangements.
Client services
Expertise
Fee options
Financial plan fees range from $750 to $2,500, negotiable based on complexity and services requested; Retainer agreements with fixed fees are negotiable.
0.25% to 1% annually (negotiable per client)
Financial planning follow-up work billed at $175 - $225 per hour; limited scope planning engagements billed at $225 - $300 per hour.
Fee-only: Firm is strictly fee-only; no commissions accepted or paid.
Main office
50 Carter Drive
Framingham MA 01701
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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