Neil Goldberg is a ChFC-designated registered investment advisor at Adviceone Advisory Services, LLC, based in Glastonbury, CT, with 31 years of industry experience. Neil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,345 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AdviceOne Advisory Services charges a maximum annual fee of 2.00% for portfolio management services. The exact fee depends on factors like the amount of assets managed, the complexity of the services, and the overall relationship with AdviceOne. More complex relationships may be charged a higher fee.
Location
100 Western Boulevard, Glastonbury, CT, 06033
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Neil is a named trustee of The William M. Goldberg and Diana W. Goldberg Irrevocable Family Trust, established in 2005. He dedicates minimal time to this activity as trustee of his parents' irrevocable life insurance trust.
Employment History
Current Registrations
Adviceone Advisory Services, LLC
Previous Registrations
Ssn Advisory, INC.
Securities Service Network, LLCBroker
Aetna Investment Services, INC.Broker
Aetna Life Insurance and Annuity CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.