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Galecki Financial Management Inc

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Client assets under management

$929,463,266

Clients

530

100% high-net worth

Advisors

6

of 15 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

88

High

Average account size

$1,753,704

About

Galecki Financial Management is a fee‑only advisory firm that provides discretionary asset management, broad-based financial planning, retirement‑plan consulting, and specialized one‑time engagements such as an Initial Financial Overview (IFO) and a Divorce Financial Overview (DFO). The brochure indicates the firm serves moderate‑ and high‑net‑worth individuals as well as pension and profit‑sharing plans, charitable organizations, corporations, trustees, trusts and foundations.

Investment decisions are made by an internal Investment Committee of CFP® professionals that meets regularly and implements diversified, asset‑allocation‑driven portfolios using mutual funds, ETFs, separately managed accounts and individual securities while rebalancing periodically. Financial planning is described as cash‑flow‑based and holistic rather than modular, with IFO/DFO deliverables that include projection reports and letters outlining assumptions, results and recommendations.

Noteworthy operational features in the brochure include modest standalone IFO/DFO engagements that produce written projection reports and are reimbursed if the client engages the firm’s asset management within six months, and the firm’s focus on institutional‑style execution—negotiated custodian pricing, access to institutional share classes, and model support from BlackRock’s Aladdin platform. The firm’s materials emphasize its fee‑only structure and ongoing written performance reporting, and the client profile described skews toward wealthier individuals and institutional plan sponsors rather than lower‑asset retail clients.

Client services

Financial planning Portfolio management Pension consulting Newsletters or periodicals

Expertise

Divorce financial planning Cash flow / budgeting Retirement income strategy Options & derivatives strategies

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Initial Financial Overview (IFO) fee is $300; Divorce Financial Overview (DFO) fee is $500; Stand Alone Financial Planning service annual retainer generally ranges from $5,000 to $10,000

Percentage

$0 - $2,000,000: 1.00% $2,000,000 - $4,000,000: 0.75% $4,000,000+: 0.40%

Project-based

$250 per hour for CFP® Professionals; hourly fees range from $250-$350 per hour for hourly planning services

Other

Account minimum: $5,000 minimum annual fee for Asset Management service Minimum fee: $1,250 per quarter ($5,000 per year) minimum fee for Asset Management; minimum fee may be waived in certain cases; $800 minimum fee for Charitable and non-profit accounts managed at flat 0.40% per year Fee-only: Galecki Financial Management is a fee-only financial planning firm; does not accept commissions or sell products.

Main office location

Galecki Financial Management Inc

7743 West Jefferson Blvd

Fort Wayne IN 46804, United States

Number of offices

1

Most active in

Colorado · Florida · Georgia · Illinois · Indiana · Michigan · Ohio · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Albert K

Series 63, Series 66

Fort Wayne, IN

Galecki Financial Management Inc

Albert Kohout is a financial advisor at Galecki Financial Management Inc with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Galecki Financial Management since 2003. Galecki Financial Management is a fee-only advisory firm serving moderate- and high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, trustees, trusts, and foundations. The firm offers discretionary asset management, comprehensive financial planning, and specialized engagements such as Initial Financial Overviews and Divorce Financial Overviews, utilizing diversified, asset-allocation-driven portfolios managed by an internal Investment Committee of CFP® professionals.

Divorce financial planning Cash flow / budgeting Retirement income strategy Options & derivatives strategies Founder/Business Owner Retired
user avatar

Kevin C

CFP®

Fort Wayne, IN

Galecki Financial Management Inc

Kevin Chandler is a CFP® professional with 11 years of experience in financial advising. He has been with Galecki Financial Management Inc since 2014. Galecki Financial Management is a fee-only advisory firm serving moderate- and high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, trustees, trusts, and foundations. The firm offers discretionary asset management, comprehensive financial planning, and specialized engagements such as Initial Financial Overviews and Divorce Financial Overviews, using a diversified, asset-allocation-driven investment approach supported by an internal Investment Committee.

Divorce financial planning Cash flow / budgeting Retirement income strategy Options & derivatives strategies Founder/Business Owner Retired
user avatar

Andrew Y

CFP®, Series 66

Fort Wayne, IN

Galecki Financial Management Inc

Andrew Young is a CFP® and Series 66 professional with 14 years of industry experience. He has been with Galecki Financial Management Inc since 2013. Galecki Financial Management is a fee-only advisory firm serving moderate- and high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, trustees, trusts, and foundations. The firm employs an internal Investment Committee of CFP® professionals to manage diversified, asset-allocation-driven portfolios and offers comprehensive, cash-flow-based financial planning along with specialized one-time engagements such as Initial and Divorce Financial Overviews.

Divorce financial planning Cash flow / budgeting Retirement income strategy Options & derivatives strategies Founder/Business Owner Retired
user avatar

Michael M

CFP®, Series 63, Series 66

Fort Wayne, IN

Galecki Financial Management Inc

Michael Mcardle is a CFP® professional with 23 years of industry experience, currently serving at Galecki Financial Management Inc since 2007. He holds Series 63 and Series 66 licenses and works from Fort Wayne, IN as part of a six-advisor team. Galecki Financial Management is a fee-only advisory firm that provides discretionary asset management, comprehensive financial planning, and specialized one-time engagements such as Initial Financial Overviews and Divorce Financial Overviews. The firm serves moderate- and high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, trustees, trusts, and foundations, employing an internal Investment Committee to implement diversified, asset-allocation-driven portfolios.

Divorce financial planning Cash flow / budgeting Retirement income strategy Options & derivatives strategies Founder/Business Owner Retired
user avatar

Chloe B

Series 65

Fort Wayne, IN

Galecki Financial Management Inc

Chloe Blythe is a financial advisor at Galecki Financial Management Inc in Fort Wayne, IN, holding a Series 65 designation with 12 years of industry experience. She has been with Galecki Financial Management since 2012. Galecki Financial Management is a fee-only advisory firm serving moderate- and high-net-worth individuals, as well as institutional clients such as pension plans and charitable organizations. The firm employs a team of CFP® professionals who implement diversified, asset-allocation-driven portfolios and provide comprehensive financial planning, including specialized services like Initial Financial Overviews and Divorce Financial Overviews.

Divorce financial planning Cash flow / budgeting Retirement income strategy Options & derivatives strategies Founder/Business Owner Retired
user avatar

Melanie C

CFP®

Fort Wayne, IN

Galecki Financial Management Inc

Melanie Colwell is a CFP® professional with 18 years of experience in financial advising. She has been with Galecki Financial Management Inc since 2005. The firm operates as a team of six advisors based in Fort Wayne, IN. Galecki Financial Management is a fee-only advisory firm serving moderate- and high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, trustees, trusts, and foundations. The firm provides discretionary asset management, comprehensive financial planning, and specialized one-time engagements, employing a diversified, asset-allocation-driven investment approach overseen by an internal committee of CFP® professionals.

Divorce financial planning Cash flow / budgeting Retirement income strategy Options & derivatives strategies Founder/Business Owner Retired
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