GOLDMAN FINANCIAL PLANNING, LLC

GATHER FINANCIAL PLANNING

FALMOUTH, Maine·3 registered advisors·CRD# 164542

SEC# 801-1181461207-781-3500

01

Firm Overview

AUM

$148M

Regulatory assets under management

Employees

6

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at GOLDMAN FINANCIAL PLANNING, LLC

3 registered advisors

Abigail Turner Morton

FALMOUTH, Maine

Elizabeth Alden Williams

FALMOUTH, Maine

Michael Corey Goldman

FALMOUTH, Maine

05

Office Locations

FALMOUTH, Maine

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Data sourced from SEC Form ADV filings. GOLDMAN FINANCIAL PLANNING, LLC (CRD# 164542) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.