David Millet
Galvin, Gaustad & Stein · Sagamore Hills, Ohio
David Millet is a fee-only financial advisor at Galvin, Gaustad & Stein in Sagamore Hills, Ohio. David focuses on retirement planning and family wealth transfer. Galvin, Gaustad & Stein reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Galvin, Gaustad & Stein |
|---|---|
| Based in | Sagamore Hills, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.35B across 1,948 accounts |
| SEC registration | Investment adviser representative in AZ, CA, OH · CRD 3106714 |
| Exams passed | Series 63 (1999) · Series 65 (2026) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | ggsadvisors.com |
How David's firm compares
- Galvin, Gaustad & Stein's average account is about $695,000, from its Form ADV (assets managed divided by 1,948 accounts).
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Questions about David
Is David Millet a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Galvin, Gaustad & Stein reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Galvin, Gaustad & Stein, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Millet based?
David Millet is based in Sagamore Hills, Ohio.
What does David specialize in?
David's specialties include retirement planning and family wealth transfer.
Is David Millet registered with the SEC?
Yes. David Millet is registered as an investment adviser representative in AZ, CA and OH (CRD 3106714), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Galvin, Gaustad & Stein manage?
Galvin, Gaustad & Stein reports $1.35B across 1,948 accounts in assets under management.
How do I contact David Millet?
Through David's website, ggsadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Galvin, Gaustad & Stein website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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