A complete list of active advisors currently associated with Galleria Financial Advisors, LLC

Warmer can help you find a great advisor at Galleria Financial Advisors, LLC or one who fits your needs even better.

Galleria Financial Advisors, LLC is a fee-only investment management firm that provides personalized investment advice and portfolio management to individuals, trusts, estates, and charitable organizations. The firm manages $239,203,268 in client assets for roughly 140 clients and operates with a two-advisor team. GFA delivers advice through client consultations and written evaluations—including risk-profile assessments and asset-allocation recommendations—and typically implements strategic, globally diversified portfolios using passive index and exchange-traded funds along with select active managers. Accounts are managed on a non-discretionary basis, so clients retain final trade authority and GFA places trades only with client authorization, with periodic reviews and monitoring provided. Compared with many peers, GFA’s practice is notable for managing all assets on a non-discretionary basis while maintaining an affiliation with an accounting firm, sharing office space and systems and disclosing overlapping ownership interests and other outside-business relationships. The firm documents conflict-management measures (client disclosures, limitations on recommending affiliated services, and restrictions on staff participation in private offerings) and generally requires a $1,000,000 account minimum, subject to waiver.

To learn more about the advisors currently working at Galleria Financial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.