Shane Galante
CSG Financial · Dover, Delaware
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.
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Facts
| Firm | CSG Financial |
|---|---|
| Based in | Dover, Delaware |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $15.8M across 136 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in DE, NY, PA, TX · CRD 7382269 |
| Exams passed | Series 66 (2021) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.csg-financial.com |
How Shane's firm compares
- CSG Financial's average account is about $116,000, from its Form ADV (assets managed divided by 136 accounts).
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Questions about Shane
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.
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
- 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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