Galecki Financial Management Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
Fee options
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
$0 - $2,000,000: 1.00% $2,000,000 - $4,000,000: 0.75% $4,000,000+: 0.40%
$250 per hour for CFP® Professionals; hourly fees range from $250-$350 per hour for hourly planning services
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
7743 West Jefferson Blvd
Fort Wayne IN 46804
Advisors at this office
6
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
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
Advisors at this firm
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.
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.
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.
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.
Chloe B
Series 65
Fort Wayne, IN
Galecki Financial Management Inc
Chloe Blythe is a financial advisor at Galecki Financial Management Inc with 13 years of industry experience and a Series 65 designation. 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, 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, using a committee-driven, asset-allocation approach with institutional-style execution and ongoing written performance reporting.
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.
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