Wealthstream Advisors, Inc.
Wealthstream Advisors, Inc. (CRD# 129428) is a financial advisory firm headquartered in New York, NY. They manage $744,717,268 in 1,102 accounts and serve the financial needs of clients across 9 states (or territories).
Total Assets Under Management745MILLION
Total Number of Accounts1,102ACCOUNTS
Average Account Value$675,787
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CT, FL, NH, NJ, NY, PA, TX, VA
Michael Goodman (CRD# 2747956) is an Investment Advisor Representative working at Wealthstream Advisors, Inc. in New York, NY and has over 24 years of experience in the finance industry. Michael Goodman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.