Goodstein Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$113,681,466
Clients
100
Advisors
2
of 2 employees
About
Goodstein Wealth Management is a fee-only advisory firm that manages roughly $114 million in discretionary assets and operates with two advisors. It serves individuals (including high-net-worth clients) and businesses, providing discretionary asset management, standalone financial planning (hourly or fixed-fee) and retirement plan consulting.
The firm’s investment process emphasizes client-specific investment policy statements and risk tolerances and relies primarily on fundamental analysis to build and monitor portfolios under discretionary authority. It uses custodial broker-dealers for execution and aggregates trades when appropriate, and it offers planning work as a separate hourly or fixed-fee engagement alongside ongoing portfolio management.
Compared with many peers of similar size, the firm documents the ability to act in both limited-scope (3(21)) and fully discretionary (3(38)) fiduciary roles for ERISA retirement plans, and it reports receiving soft-dollar and custodial economic benefits from its clearing relationships. Operationally, it does not vote client proxies (clients receive and vote their own proxies) and it maintains no account minimum, which may be atypical for firms managing this level of assets.
Client services
Expertise
Occupation focus
Fee options
Fixed fees range from $500 to $5,500 for complete financial plans; $750 for one-time annual financial plan review
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.85% annually $3,000,001 - $10,000,000: 0.75% annually $10,000,001+: Negotiable
$320 per hour for financial planning services
Fee-only: Hourly rate $320; Fixed fees from $500 to $5,500 for complete financial plan; $750 fixed fee for one-time annual financial plan review
Main office
15760 Ventura Blvd., Suite 1520
Encino CA 91436
Advisors at this office
2
Most active in
California · Florida · New Hampshire · Tennessee · Texas · Washington
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.
Advisors at this firm
Yevgeniy O
Series 65
Encino, CA
Goodstein Wealth Management LLC
Yevgeniy Oktyabrskiy is a financial advisor at Goodstein Wealth Management LLC with two years of industry experience. He holds the Series 65 designation and concurrently works as a Business Development Manager for Exponent, a science consulting firm. Prior to his current roles, he held positions at The Mosaic Company and Synology. Goodstein Wealth Management is a fee-only advisory firm managing approximately $114 million in discretionary assets for individuals and businesses, including high-net-worth clients. The firm emphasizes client-specific investment policies and risk tolerances, relying mainly on fundamental analysis for portfolio management and offers both discretionary asset management and standalone financial planning services.
Alan G
CFP®, Series 63
Encino, CA
Goodstein Wealth Management LLC
Alan Goodstein is a CFP® with 32 years of experience in the financial industry. He has been a principal at Goodstein Wealth Management LLC since 2016 and serves as a director at large on the board of the nonprofit New Horizons, Inc. Goodstein Wealth Management is a fee-only advisory firm managing approximately $114 million in discretionary assets, serving individuals and businesses with customized portfolio management, financial planning, and retirement plan consulting. The firm emphasizes client-specific investment policies and fundamental analysis, offering both limited-scope and fully discretionary fiduciary services for ERISA retirement plans.
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