Adam Godino is a registered investment advisor at Sb Advisory, LLC, based in New York, NY, with 8 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 2,744 clients with $1.1B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
35 advisors
Number of Clients
2,744 clients
Average Client Portfolio
$401K average
Assets Under Management
$1.1B
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable. Third-party manager programs charge an additional fee up to 1.25% with total fees not to exceed 2.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
New York, NY
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Regulatory History (1)
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Employment Separation After Allegations
May 2026Employment History
Current Registrations
Sb Advisory, LLC
August 2026 - Present · 2 mos
Previous Registrations
Equitable Advisors, LLCBroker
March 2018 - May 2026 · 8 yrs 2 mos
State Registrations1 state
NY
Advisor
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
No exam information available for this advisor.
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