Goldman Lancaster, Inc. fees and pricing
Financial planner in Long Beach, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 17, 2026, Goldman Lancaster, Inc. charges $350 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“Our hourly fee has been updated to $350 However, other changes have been made to this Brochure which are not specified in this summary.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Goldman Lancaster, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The engagement terminates upon delivery of the written recommendation.”
- “Our firm’s fees are generally negotiable.”
- “Our firm’s fee is an annualized percentage based on the value of plan assets invested in Roster Funds, payable quarterly in advance.”
How Goldman Lancaster, Inc.’s fees compare
- Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
- 3 of the 4 other planners in Long Beach that publish an hourly rate charge less.
About Goldman Lancaster, Inc.
“We offer individualized investment advice to clients through our Comprehensive Portfolio Management and Retirement Plan Participant Consulting services. Additionally, we offer general investment advice to clients utilizing our Financial Planning and Qualified Retirement Plan services.”
- Firm size: 5 employees.
- Credentials named in the brochure: CFP®.
- Founded: 1994 (32 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Charitable giving
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
- Highest asset based fee in brochure
- 2% a year
- Clients
- 380
- Employees
- 5
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and other
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $360,533,098
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 136134
- Phone
- (562) 432-0234
Can advise clients in 8 states: Arizona, California, Colorado, Illinois, Louisiana, Nevada, Texas, Washington
Other planners in Long Beach that publish fees
- Augustus Wealth, LLCLong Beach$10,000
- Crux Wealth AdvisorsLong Beach$500/hr, $1,000-$250,000
- Dollar Sign Ventures LLCLong BeachUp to $5,000
- Hifi PlanningLong Beach$300/hr, $5,000-$12,000
- JC Financial Planning & Investments, LLCLong Beach$200/hr, $500-$5,000
- Taxdude Financial AdvisorLong Beach$300/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.