Galvez Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Galvez Financial provides customized financial planning and investment advisory services to a broad array of clients, including individuals, families, trusts, pension and profit‑sharing plans, corporations, and state or municipal government entities. The firm also offers educational webinars and workshops for businesses, business owners, and their employees as part of its client outreach and onboarding process.
The firm describes a disciplined, long‑term approach focused on growth and capital preservation, using strategies such as index/ETF investing, style allocation, sector diversification, and dividend‑growth investing. Portfolio management is typically non‑discretionary and collaborative, with regular quarterly or annual reviews and client approval required for trades and rebalancing.
Distinctive features noted in the brochure include a fee model based on fixed, negotiable planning fees rather than percentage‑of‑AUM charges, a written satisfaction refund policy, and free educational seminars used to engage business audiences. For a single‑advisor, state‑registered firm, its stated client mix that includes institutional‑type clients (pension plans, corporations, and government entities) and its provision of advanced planning services for complex needs are atypical for firms in this category.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Business succession planning
Exec comp design
Charitable giving & philanthropy
General estate planning guidance
Tax strategies for small businesses
Fee options
Minimum fee: Financial planning fees range from $500 to $2,000, negotiable based on client's estimated net worth and assets Fee-only: Fixed fees for financial planning from $500 to $2,000, negotiable
Main office location
Galvez Financial LLC
11253 Rolling Fork Trail
Parrish FL 34219, United States
Number of offices
1
Most active in
Galvez Financial LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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