Geoffrey Galbraith
GFM Asset Management · Maumee, Ohio
Geoffrey Galbraith is a fee-only financial advisor at GFM Asset Management in Maumee, Ohio. Geoffrey charges a percentage of assets, hourly fees and an ongoing planning fee (1.5% a year on the first tier of assets managed) and focuses on international & expat planning and retirement planning.
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Specialties
Facts
| Firm | GFM Asset Management |
|---|---|
| Based in | Maumee, Ohio |
| Fee model | Percentage of assets · Hourly · Ongoing planning fee |
| Fees (firm's website) | 1.5% a year on the first tier of assets managed |
| Assets under management | $27.5M across 63 accounts |
| SEC registration | Investment adviser representative in OH · CRD 2224294 |
| Exams passed | Series 65 (2020) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | gfmasset.com |
How Geoffrey's firm compares
- GFM Asset Management's average account is about $437,000, from its Form ADV (assets managed divided by 63 accounts).
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Questions about Geoffrey
Is Geoffrey Galbraith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Geoffrey holds no broker registration, and GFM Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Geoffrey charge for financial advice?
Geoffrey charges a percentage of assets, hourly fees and an ongoing planning fee.
How much does Geoffrey charge?
According to GFM Asset Management's website, checked October 30, 2026: 1.5% a year on the first tier of assets managed.
Where is Geoffrey Galbraith based?
Geoffrey Galbraith is based in Maumee, Ohio.
What does Geoffrey specialize in?
Geoffrey's specialties include international & expat planning and retirement planning.
Is Geoffrey Galbraith registered with the SEC?
Yes. Geoffrey Galbraith is registered as an investment adviser representative in OH (CRD 2224294), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does GFM Asset Management manage?
GFM Asset Management reports $27.5M across 63 accounts in assets under management.
How do I contact Geoffrey Galbraith?
Through Geoffrey's website, gfmasset.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
- GFM Asset Management 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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