Goodstein Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$320/hr

“Services are provided at an hourly rate of $320 or a fixed fee ranging from $500 to $5,500, depending on the scope and intricacy of the plan.”

Flat or project fee

$500⁠-⁠$5,500

From the same sentence as above.

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

How Goodstein Wealth Management LLC bills

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

• “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “Clients may terminate their account within five business days of signing the Investment Advisory Agreement for a full refund.”
• “Clients may cancel within five (5) business days for a full refund.”

How Goodstein Wealth Management LLC’s fees compare

• Its hourly rate of $320 is above the California median of $300. 56% of the 932 other California planners that publish an hourly rate charge less.
• 1 of the 3 other planners in Encino that publish an hourly rate charge less.
• Its flat or project fee of $500-$5,500 spans the California median of $5,000. 32% of the 796 other California planners that publish a flat or project fee charge less.
• 2 of the 3 other planners in Encino that publish a flat or project fee charge less.

About Goodstein Wealth Management LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2023 (3 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

Highest asset based fee in brochure

1% a year

Clients

100

Employees

2

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$114,199,021

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

282910

Website

goodsteinwealthmanagement.com (opens in new tab)

Phone

(818) 995-3500

Can advise clients in 6 states: California, Florida, New Hampshire, Tennessee, Texas, Washington

Other planners in Encino that publish fees

• Financial Planning for Generations, Inc.Encino$275⁠-⁠$550/hr
• Heyman Wealth Management, LLCEncino$2,500⁠-⁠$10,000, $1,000⁠-⁠$10,000/yr
• Navalign, LLCEncino$400/hr, $400
• Wealth Management Partners of Los AngelesEncino$250/hr, $500⁠-⁠$3,000

Compare all 5 planners in Encino