Galvin, Gaustad & Stein

Galvin, Gaustad & Stein at a glance

• One of 212 fee-only firms based in Arizona in the Wellspent graph.
• 8 advisors are listed here; 3 of 8 hold the CFP.
• Its Form ADV reports 17 employees and 831 individual clients, 440 of them high net worth.
• Its average account is about $695,000 (assets it manages divided by its 1,948 accounts).

Fee-only advisors in Arizona · What fee-only advisors charge in Arizona

Facts

Galvin, Gaustad & Stein fees

Galvin, Gaustad & Stein doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

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

Advisors at this firm (8)

• David Millet

• Eric Stein

  CFP

• Hunter Davis

• Jessica Pariser

  CFP

• Jordan Galvin

• Mark Stein

  CFP

• Stephen Galvin

• Stephen Gaustad