Galvanize Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment management, financial planning, and employee benefit/retirement plan advisory services to individuals as well as qualified retirement plans, trusts, charitable organizations and small businesses. It also offers pension consulting and participant education for participant-directed plans and works with plan sponsors on investment policy and monitoring through third-party administration relationships.
The firm’s investment approach emphasizes passive, asset-class allocations implemented mainly with no-load mutual funds and ETFs (including funds from Dimensional Fund Advisors) and is guided by written investment policy statements, Monte Carlo analysis, and periodic rebalancing. Most client assets are managed on a non-discretionary basis—the firm reports approximately $22.3 million of non-discretionary assets and no discretionary AUM—and it engages a third-party sub-advisor (Advisor Solutions) for fixed income management and certain back-office functions.
Compared with many peers, the firm’s practice includes serving charitable organizations and corporate/business clients, offering pension consulting, and maintaining a licensed insurance agent role that permits recommending and selling insurance products (which can introduce commission-related conflicts of interest). It also provides administrative data-reporting services for planning software and makes an optional cash-management platform available to clients, features that are less common among similarly sized independent advisers.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial planning fixed fees range from $2,000 to $5,000
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.70% $10,000,001+: 0.60%
$150 to $300 per hour for consulting services
Account minimum: $400,000 Minimum fee: $5,000 annual minimum for Investment Management Services; $4,800 annual minimum for Employee Benefit Retirement Plan Services
Main office
La Grange Park IL
Advisors at this office
1
Most active in
Illinois
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)