Peter Goodman is a ChFC-designated registered investment advisor at Sfi Advisors, LLC, based in Montclair, NJ, with 37 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 295 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SFI Advisors' annual fee for managing your investments starts at 1.25% and can be discounted to 0.65%, depending on the value of your assets, the type of services provided, and the level of administration requested. The fee is negotiable based on your individual circumstances. Fees are billed quarterly, based on the average daily balance.
Location
79 Midland Ave., Montclair, NJ, 07042
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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
Peter is an executive committee member of Retirement Advisors & Designers of America (RADA), spending a few hours per week on this investment-related activity. He is also an advisor and president of SFI Insurance Services, selling insurance and corporate benefits, and a financial advisor at SFI Advisors LLC, dedicating about 35-50 hours per month to this.
Employment History
Current Registrations
Sfi Advisors, LLC
Private Client Services, LLCBroker
Previous Registrations
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
Fortis Investors, INC.Broker
Cadaret, Grant & CO., INC.Broker
Manequity, INC.Broker
State Registrations6 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.