Howard Goldson
Howard Goldson is a registered investment advisor at Pinnacle Wealth Strategies, LLC, based in Yorkville, IL, with 25 years of industry experience. Howard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 4 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Comprehensive Financial Plan: Fees range from $2,950 to $8,200 based on your net worth. The fee is negotiable for net worth above $10,000,000.
- Consulting Services: $280 per hour, with the total number of hours depending on the complexity of your financial situation.
Location
Yorkville, IL
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
Howard is a managing director at Pinnacle Wealth Strategies, LLC, spending about 10% of his time there, and an IA rep at Latitude Advisors, LLC, spending about 20% of his time. He is also an independent insurance agent selling life insurance and annuities, dedicating a few hours per week.
Employment History
Current Registrations
Pinnacle Wealth Strategies, LLC
Latitude Advisors, LLC
Gwn Securities INC.Broker
Previous Registrations
Ssn Advisory, INC.
Securities Service Network, INC.Broker
Medallion Investment Services, INC.Broker
Medallion Advisory Services, LLC
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
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.