Fee-only adviser · Framingham, MA
Goodman Asset Management, Inc.
Goodman Asset Management, Inc. is a fee-only investment adviser registered with the securities regulator of Massachusetts, with a mailing address in Framingham, Massachusetts (its office is a private residence, so the street address is not published). On its latest Form ADV, filed December 4, 2025, it reports $34M in regulatory assets under management, 23 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Massachusetts |
|---|---|
| Firm CRD number | 128643 |
| Office | Framingham, MA (mailing address; office not published) |
| Phone | (617) 797-4200 |
| Website | Not listed |
| Regulatory assets under management | $34M |
| Individual clients | 15 non-high-net-worth, 8 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | December 4, 2025 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Framingham
- Canby Financial Advisors $729M
- Polaris Investment Advisors, LLC $217M
- TSW Wealth Management $279M
- Signal Ridge Capital Partners, LLC $114M
- LTG Capital LLC $142M
- Plandynamic, LLC $29M
See all 9 fee-only advisers in Framingham →
Nearby
- Sudbury 3 firms
- Southborough 3 firms
- Wayland 1 firm
- Natick 4 firms
- Marlborough 4 firms
- Sherborn 1 firm
- Hudson 1 firm
- Weston 2 firms
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