ST GOLIA Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm serves primarily high‑net‑worth individuals and operates solely as a solicitor/referral agent to a UBS‑affiliated wealth management team under UBS’s AdviceLink program. It does not maintain custody of client assets, does not provide in‑house portfolio management for individuals, and does not accept discretionary investment authority.
When clients seek investment advisory services the firm refers them to the UBS team and clients receive investment management, brokerage, and fee disclosures directly from UBS. The firm does not recommend specific securities, does not review or provide reports on client accounts after referral, and does not charge hourly or fixed consulting fees.
Distinctive features relative to many independent advisers include the firm’s exclusive referral model rather than offering its own portfolio management or charging its own asset‑based advisory fees, and a client base composed entirely of high‑net‑worth individuals. The firm discloses a familial relationship between its sole representative and a principal of the UBS team, and notes the representative’s background in estate and tax law and prior CFP credentialing, information that may be relevant to clients assessing conflicts and professional experience.
Client services
Expertise
Main office
Longboat Key FL
Advisors at this office
1
Most active in
Florida · Massachusetts · New Hampshire · New Jersey · New York · Pennsylvania · South Carolina
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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