Galileo Planning Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
Fee options
Annual negotiated dollar amount based on agreed set of tasks; specific amounts not stated.
$0+: 0.25% +: 0.35%
Fees may be based on actual or estimated time spent; hourly fees not specifically quantified in brochure.
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
4600 Bohannon Drive, Suite 260
Menlo Park CA 94025
Advisors at this office
4
Most active in
California · Oregon · Texas · Washington
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.
Forms ADV
Advisors at this firm
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.
Perry K
CFP®
Menlo Park, CA
Galileo Planning Group, Inc.
Perry Kotval is a CFP® professional with 17 years of industry experience. He has been with Galileo Planning Group, Inc. since 2007. The firm serves senior corporate executives, high-income professionals, and wealthy individuals, providing customized financial planning and investment counseling on a non-discretionary basis. Galileo Planning Group emphasizes long-term, diversified portfolios and detailed analysis of private and alternative investments.
Thomas W
CFP®, Series 65
Menlo Park, CA
Galileo Planning Group, Inc.
Thomas Wise is a Certified Financial Planner (CFP®) with eight years of industry experience, currently serving as an advisor at Galileo Planning Group, Inc. in Menlo Park, CA, where he has worked since 2018. Prior to his financial advising career, he was a student for 21 years. Galileo Planning Group serves senior corporate executives, high-income professionals, and wealthy individuals, offering customized financial planning and investment counseling on a non-discretionary basis. The firm emphasizes long-term, diversified portfolios and fundamental analysis of both marketable and non-marketable investments, while maintaining a non-discretionary, non-custodial model and personalized fee arrangements.
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.
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