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Galileo Planning Group, Inc.

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Client assets under management

$0

Clients

140

0% high-net worth

Advisors

4

of 7 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

35

Low

Average account size

$0

About

Galileo Planning Group serves a selective roster of senior corporate executives, high‑income professionals, and wealthy individuals, typically with net worths the firm describes in the $5 million to $100+ million range. It provides customized, comprehensive financial planning and investment counseling — including asset allocation, retirement, estate and tax planning, charitable giving, compensation arrangements, and advice on both marketable and non‑marketable investments — delivered on a non‑discretionary basis.

The firm positions itself as an independent, fee‑only adviser that emphasizes long‑term, diversified portfolios and detailed, fundamental analysis of private and alternative investments, often engaging outside consultants as needed for due diligence. Clients retain final decision authority while principals routinely present recommendations, monitor results, and meet with clients at least annually or more frequently as required.

Distinctive features include the firm’s non‑discretionary, non‑custodial model (it does not accept discretionary authority or take custody of client assets) and its practice of negotiating fees as annual client‑specific arrangements billed directly rather than automatically deducted from accounts. Despite a small team, the firm reports over $1 billion in non‑discretionary assets under advisement and routinely evaluates complex private placements and concentrated corporate stock positions, with principals sometimes investing alongside clients on the same terms.

Client services

Financial planning Pension consulting Selection of other advisers

Expertise

Wealth management Charitable giving & philanthropy

Occupation focus

Executive Financial Professional

Fee options

Fixed

Annual negotiated dollar amount based on agreed set of tasks; specific amounts not stated.

Percentage

$0+: 0.25% +: 0.35%

Project-based

Fees may be based on actual or estimated time spent; hourly fees not specifically quantified in brochure.

Other

Fee-only: Annual negotiated dollar amount or based on time spent; fees usually computed as a percentage of advised assets but negotiable and adjustable.

Main office location

Galileo Planning Group, Inc.

4600 Bohannon Drive, Suite 260

Menlo Park CA 94025, United States

Number of offices

1

Most active in

More info

California · Oregon · Texas · Washington

Disclosures

More info

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

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 650-328-8410

Advisors at this firm

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user avatar

Ramon M

CFP®, Series 65

Menlo Park, CA

Galileo Planning Group, Inc.

Ramon Marquez is a Certified Financial Planner (CFP®) with 16 years of industry experience. He has been with Galileo Planning Group, Inc. since 2007. Galileo Planning Group, Inc. is an independent, fee-only advisory firm that provides comprehensive financial planning and investment counseling primarily to wealthy individuals, senior corporate executives, and high-income professionals. The firm focuses on non-discretionary, customized services including asset allocation, retirement, estate and tax planning, and evaluations of private and venture investments.

Wealth management Charitable giving & philanthropy Executive Financial Professional
user avatar

Perry K

CFP®

Menlo Park, CA

Galileo Planning Group, Inc.

Perry Kotval is a Certified Financial Planner (CFP®) with 16 years of industry experience. He has been with Galileo Planning Group, Inc. since 2007. The firm is an independent, fee-only, non-discretionary advisory practice serving primarily high-net-worth individuals, senior corporate executives, and high-income professionals. Galileo Planning Group provides comprehensive financial planning and customized investment counseling, focusing on long-term, diversified investment analysis and fundamental evaluations of both marketable and private investments.

Wealth management Charitable giving & philanthropy Executive Financial Professional
user avatar

Thomas W

CFP®, Series 65

Menlo Park, CA

Galileo Planning Group, Inc.

Thomas Wise is a CFP® and holds a Series 65 license with seven years of industry experience. He has been with Galileo Planning Group, Inc. since 2018 following a lengthy period as a student. Galileo Planning Group, Inc. is an independent, fee-only advisory firm serving primarily high-net-worth individuals, senior corporate executives, and high-income professionals. The firm offers customized financial planning and investment counseling with a focus on non-discretionary, long-term investment analysis and fundamental evaluations of both marketable and private investments.

Wealth management Charitable giving & philanthropy Executive Financial Professional
user avatar

Charles W

CFP®, Series 65

Menlo Park, CA

Galileo Planning Group, Inc.

Charles Wise is a CFP® professional with 23 years of industry experience. He has been with Galileo Planning Group, Inc. since 2006. The firm is an independent, fee-only, non-discretionary advisory team based in Menlo Park, CA, serving primarily wealthy individuals, senior corporate executives, and high-income professionals. Galileo Planning Group provides customized financial planning and investment counseling, focusing on long-term, diversified investment analysis and fundamental evaluations of both marketable and private investments.

Wealth management Charitable giving & philanthropy Executive Financial Professional
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