Mark Stein
Galvin, Gaustad & Stein · Boise, Idaho
Mark Stein is a fee-only financial advisor at Galvin, Gaustad & Stein in Boise, Idaho, who holds the CFP credential. Mark 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 | Boise, Idaho |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.35B across 1,948 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, CA, ID, TX, WA · CRD 1153586 |
| Exams passed | Series 63 (1991) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | ggsadvisors.com |
How Mark'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 Mark
Is Mark Stein a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark 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 Mark charge for financial advice?
Mark's firm, Galvin, Gaustad & Stein, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mark Stein based?
Mark Stein is based in Boise, Idaho.
What does Mark specialize in?
Mark's specialties include retirement planning and family wealth transfer.
What credentials does Mark Stein hold?
Mark Stein holds the CFP credential.
Is Mark Stein registered with the SEC?
Yes. Mark Stein is registered as an investment adviser representative in AZ, CA, ID, TX and WA (CRD 1153586), 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 Mark Stein?
Through Mark'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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