{"url":"https://nivawealth.com/firms/goodman-advisory-group-285637","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/285637","regulatoryAum":415478640,"crd":"285637","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7073363","suffix":null,"lastName":"BARTHELEMY","firstName":"BRAD","middleName":"EDWARD"},{"crd":"6975772","suffix":null,"lastName":"CRYAN","firstName":"ROSALIE","middleName":null},{"crd":"5331474","suffix":null,"lastName":"GOODMAN","firstName":"DEBORAH","middleName":"NICOLE"},{"crd":"1826850","suffix":null,"lastName":"GOODMAN","firstName":"STEVEN","middleName":"MARTIN"},{"crd":"5764980","suffix":"III","lastName":"LYNCH","firstName":"BERNARD","middleName":"JOHN"},{"crd":"6057255","suffix":"JR","lastName":"ROFINO","firstName":"JOSEPH","middleName":"PAUL"}],"total":6,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-24","regulatoryAum":265714400,"clients":297,"employees":7,"offices":1},{"filedOn":"2022-03-30","regulatoryAum":317127211,"clients":424,"employees":7,"offices":1},{"filedOn":"2023-03-27","regulatoryAum":259120028,"clients":422,"employees":6,"offices":1},{"filedOn":"2024-03-27","regulatoryAum":297106694,"clients":427,"employees":8,"offices":1},{"filedOn":"2025-05-05","regulatoryAum":370433857,"clients":438,"employees":8,"offices":1},{"filedOn":"2026-03-12","regulatoryAum":415478640,"clients":380,"employees":8,"offices":1}],"secFileNumber":"801-108671","legalName":"Goodman Advisory Group, LLC","displayName":"Goodman Advisory Group","slug":"goodman-advisory-group-285637","website":"https://goodmanadvisorygroup.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/goodman-advisory-group-llc/","founded":"2009","organization":"Massachusetts limited liability company","fiscalYearEnd":"December","headquarters":{"street":"160 Gould St, Suite 102","city":"Needham","state":"MA","stateName":"Massachusetts","country":"United States","postalCode":"02494"},"tradeNames":[],"registration":{"secApproved":"18 November 2016","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":986941.9408602151,"staff":{"employees":8,"advisory":6,"brokerDealerReps":6,"insuranceAgents":2,"promoters":0},"aum":{"regulatory":415478640,"discretionary":415478640,"discretionaryAccounts":746,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":97590884,"nonUsClientsPct":0,"nonAumClients":5},"clientTypes":[{"label":"Individuals (other than HNW)","clients":160,"regulatoryAum":40011301},{"label":"High-net-worth individuals","clients":212,"regulatoryAum":327131101},{"label":"Pension and profit-sharing plans","clients":3,"fewerThan5":true,"regulatoryAum":1196569},{"label":"Charitable organizations","clients":2,"fewerThan5":true,"regulatoryAum":45858568},{"label":"Corporations and other businesses","clients":3,"fewerThan5":true,"regulatoryAum":1281101}],"feePrograms":[{"role":"main","program":"Investment Management Services","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018300","versionId":1018300,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-12","documentName":"GOODMAN ADVISORY GROUP DISCLOSURE BROCHURE, BROCHURE SUPPLEMENT AND PRIVACY POLICY","fee_rate_low":null,"fee_rate_high":1.5,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning Services","summary":"Hourly engagements range from $200 to $500 per hour; 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They include 212 high-net-worth individuals, 160 individual clients, and 3 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 12 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Goodman Advisory Group offer?","answer":"Goodman Advisory Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, educational seminars, business succession planning, education planning, estate planning, insurance, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Goodman Advisory Group charge?","answer":"Goodman Advisory Group charges up to 1.50% a year for its Investment Management Services. The fee is billed in advance and is negotiable.","source":"GOODMAN ADVISORY GROUP DISCLOSURE BROCHURE, BROCHURE SUPPLEMENT AND PRIVACY POLICY, filed 12 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Goodman Advisory Group use?","answer":"Goodman Advisory Group’s separately managed account assets are held at LPL Financial LLC (Boston, MA), with $415M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Goodman Advisory Group have?","answer":"Goodman Advisory Group has 6 investment adviser representatives registered with state securities authorities, out of 8 employees, and 6 perform investment advisory functions. 6 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Goodman Advisory Group invest in?","answer":"At the end of its last fiscal year, Goodman Advisory Group’s separately managed accounts held 57% registered funds (mutual funds, ETFs, BDCs), 40% exchange-traded equities, 2% state and local bonds and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Goodman Advisory Group?","answer":"Goodman Advisory Group’s direct owners are Deborah Goodman (50% to 75%) and Joseph Rofino (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 12 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Goodman Advisory Group get paid?","answer":"Goodman Advisory Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Goodman Advisory Group registered with the SEC?","answer":"Yes, Goodman Advisory Group has been registered with the SEC as an investment adviser since 18 November 2016. Its CRD number is 285637 and its SEC file number is 801-108671.","source":"Form ADV Part 1A, Item 1, filed 12 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Goodman Advisory Group?","answer":"Goodman Advisory Group’s main office is at 160 Gould St, Suite 102, Needham, MA 02494. Its phone number is 781-559-0320. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}