# GOLDMAN FINANCIAL PLANNING, LLC

GOLDMAN FINANCIAL PLANNING, LLC of FALMOUTH, ME is an SEC-registered investment adviser.

## Registration

- CRD: 164542
- Type: SEC-registered investment adviser
- SEC file number: 801-118146
- Location: 19 NORTHBROOK DRIVE, FALMOUTH, ME, 04105
- Phone: 207-781-3500
- Latest filing: 2024-12-10
- Regulatory AUM: $148.4M
- Discretionary AUM: $148.4M
- Clients: 6
- Accounts: 400

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| GOLDMAN MICHAEL COREY | EXECUTIVE DIRECTOR/MAJORITY SHAREHOLDER | — |
| MORTON ABIGAIL TURNER | CHIEF COMPLIANCE OFFICER/PARTNER | — |
| Williams Elizabeth Alden | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/164542/brochure
- Similar advisers: https://search.stillhousedata.com/firm/164542/similar
- Related entities: https://search.stillhousedata.com/firm/164542/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/164542

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.