Goalfocus Financial, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$300/hr

“Our financial planning and consulting fees are negotiable, but generally range from $600 to $25,000 on a fixed fee basis and/or from $100 to $300 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or the consulting services.”

Flat or project fee

$600⁠-⁠$25,000

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Goalfocus Financial, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Our annual fee shall be prorated and charged quarterly, in advance, based upon the market value of the assets on the last day of the previous quarter.”
• “Our annual fee shall be prorated through the date of termination and any remaining balance shall be charged or refunded to the client, as appropriate, in a timely manner.”
• “If assets are deposited into or withdrawn from an account after the inception of a quarter, the fee payable with respect to such assets will not be adjusted or prorated based on the number of days remaining in the quarter.”

How Goalfocus Financial, LLC’s fees compare

• Its hourly rate of $100-$300 spans the Florida median of $288. 14% of the 372 other Florida planners that publish an hourly rate charge less.
• 1 of the 4 other planners in Aventura that publish an hourly rate charge less.
• Its flat or project fee of $600-$25,000 spans the Florida median of $4,900. 85% of the 320 other Florida planners that publish a flat or project fee charge less.
• 3 of the 4 other planners in Aventura that publish a flat or project fee charge less.

About Goalfocus Financial, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2008 (18 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Clients

14

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$9,306,800

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

145727

Phone

(781) 498-1268

Can advise clients in 1 state: Massachusetts

Other planners in Aventura that publish fees

• B1 FinancialAventura$395/hr
• Build Financial Advisors, LLCAventura$185⁠-⁠$300/hr, $300⁠-⁠$5,000
• Cardone Wealth AdvisorsAventura$500/hr, $4,800
• Omnia Family Wealth, LLCAventura$10,000⁠-⁠$100,000
• The Financial Pharmacist, Inc.Aventura$100/hr, $750

Compare all 10 planners in Aventura