# Shane Galante

> Shane Galante is a fee-only financial advisor at CSG Financial in Dover, Delaware, who holds the CFP credential. CSG Financial reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/shane-galante/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** CSG Financial
- **Based in:** Dover, Delaware
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $15.8M across 136 accounts
- **Credentials:** CFP
- **CRD:** 7382269 (https://adviserinfo.sec.gov/individual/summary/7382269)
- **SEC registration:** Investment adviser representative in DE, NY, PA, TX
- **Exams passed:** Series 66 (2021)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.csg-financial.com

## Frequently asked questions

### Is Shane Galante a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Shane holds no broker registration, and CSG Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Shane charge for financial advice?

Shane's firm, CSG Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Shane Galante based?

Shane Galante is based in Dover, Delaware.

### What credentials does Shane Galante hold?

Shane Galante holds the CFP credential.

### Is Shane Galante registered with the SEC?

Yes. Shane Galante is registered as an investment adviser representative in DE, NY, PA and TX (CRD 7382269), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does CSG Financial manage?

CSG Financial reports $15.8M across 136 accounts in assets under management.

### How do I contact Shane Galante?

Through Shane's website, www.csg-financial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7382269): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.