# Goal Wealth Advisory Group, LLC

> Goal Wealth Advisory Group, LLC is a state-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 15, 2026.

- CRD: 330122
- Filed as: GOAL WEALTH ADVISORY GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: July 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/330122
- AdvisorCensus page: https://advisorcensus.com/firm/goal-wealth-advisory-group-llc-330122

## Quick answers

**How is Goal Wealth Advisory Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Goal Wealth Advisory Group, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Goal Wealth Advisory Group, LLC registered with the SEC or a state?**
Goal Wealth Advisory Group, LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 330122.

**How much does Goal Wealth Advisory Group, LLC manage?**
Goal Wealth Advisory Group, LLC reports $13,994,235 in regulatory assets under management in its Form ADV filing dated July 15, 2026 (100% discretionary).

**What types of clients does Goal Wealth Advisory Group, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (17); individuals (other than high net worth individuals) (11).

**Does Goal Wealth Advisory Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/330122

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $13,994,235
- Discretionary: $13,994,235
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $2,515,364 |
| High net worth individuals | 17 | $11,478,871 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, RI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- goalwealthadvisorygroup.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Goal Wealth Advisory Group, LLC (CRD 330122): Form ADV filing data as of October 2026.