Peter Goodman
Peter Goodman is a ChFC-designated registered investment advisor at Sfi Advisors, LLC, based in Montclair, NJ, with 38 years of industry experience. Peter is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 304 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annual management fee starts at 1.25% and can be discounted down to 0.65% based on asset value, service complexity, and administration level. Fees are negotiable.
Fee Estimator
Location
79 Midland Ave., Montclair, NJ, 07042
Get directionsHistory
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.
Exams
More Advisors
- Joel Schreiber, CFPSfi Advisors, LLC
- Allen Sista, CFARmr Wealth Builders, INC.
- Vincent Grosso, CFPGrosso Wealth Management LLC
- Howard Reizun, CFP
- Roland Prestenback, CFPNewedge Advisors
- Ryan Degrau, CFPRmr Wealth Builders, INC.