Galecki Financial Management, Inc. at a glance
- One of 147 fee-only firms based in Indiana in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 15 employees and 530 individual clients, 530 of them high net worth.
- Its average account is about $381,000 (assets it manages divided by its 2,440 accounts).
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | Fort Wayne, Indiana |
|---|---|
| Website | galecki.com |
| [email protected] | |
| Phone | (260) 436-8525 |
Questions about Galecki Financial Management, Inc.
How much does Galecki Financial Management, Inc. charge?
Galecki Financial Management, Inc. publishes these prices: one-time plan: from $500; asset-based fee: 1% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
How is Galecki Financial Management, Inc. paid?
Galecki Financial Management, Inc.'s Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Galecki Financial Management, Inc. have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Galecki Financial Management, Inc..
What is the average account at Galecki Financial Management, Inc.?
Galecki Financial Management, Inc.'s average account is about $381,000. That's the assets on its Form ADV divided by its 2,440 accounts.
Galecki Financial Management, Inc. fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $500 |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"charges 1.0% on the first $2 million in managed assets" source
"We also offer a one-time Initial Financial Overview for $500" source
"charges 1.0% on the first $2 million in managed assets, 0.75% on the next $2 million, and 0.4% on anything above $4 million, billed quarterly" source
"We also offer a one-time Initial Financial Overview for $500" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $929 million |
| High-net-worth clients | 530 |
| Accounts managed | 2,440 |
| Employees | 15 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-47181) |
| Financial planning | Offered |
| Form ADV filed | February 2, 2026 |
| SEC record | CRD 107218 |