Global Financial Advisory Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$229,074,397
Clients
280
Advisors
3
of 3 employees
About
Global Financial Advisory Services serves individuals (including high‑net‑worth clients), trusts and estates, retirement plan participants, pension/profit‑sharing plans, charitable organizations, and businesses. The firm offers investment management and financial consulting, including portfolio construction using ETFs and institutional mutual funds, referrals to third‑party advisers and platforms (such as City National Rochdale and Betterment), fixed‑income sub‑advisory arrangements, and 401(k) plan advisory and participant education.
The firm describes a client‑specific, long‑term allocation process driven by each client’s objectives and risk tolerance and typically implements portfolios using ETFs and mutual funds from providers such as Dimensional and Avantis, and in some cases American Funds. Global implements accounts on both a discretionary and non‑discretionary basis, uses Focus Partners Advisor Solutions (FPAS) for account administration and trade processing, and states it reviews client accounts at least quarterly.
Distinctive items in the brochure include disclosed affiliations with related businesses that provide tax, bookkeeping, and business management services and the presence of personnel who are licensed to sell insurance, each identified as potential conflicts that are disclosed to clients. The firm also discloses referral and marketing arrangements — including solicitor fees from third‑party managers and marketing support and sponsored educational seminars from FPAS — and reports $36,548,509 in non‑discretionary regulatory assets under management, indicating a meaningful non‑discretionary program alongside its discretionary business.
Client services
Expertise
Fee options
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.80% $1,000,001 - $2,000,000: 0.60% $2,000,001+: 0.40%
Insurance commissions earned by certain personnel from insurance product sales (separate from advisory fees)
Up to $250 per hour for financial consulting services, rate may be negotiable
Fee-only: Financial consulting services at up to $250/hour, negotiable
Main office
23822 Valencia Blvd., Suite 304
Valencia CA 91355
Advisors at this office
3
Most active in
Arizona · California · New Hampshire · 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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not 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.
-
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.
-
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.
Quick links
Advisors at this firm
Barton B
CFP®, CFA®, ChFC®, Series 63
Valencia, CA
Global Financial Advisory Services, Inc.
Barton Brewer is a CFP®, CFA®, and ChFC® with 20 years of experience in financial advisory. He has been with Global Financial Advisory Services, Inc. since 2018 and has been involved with the CFA Institute since 2002. Outside of his advisory role, he is engaged in financial and business consulting including curriculum development and teaching, and he owns a sports card and memorabilia business. Global Financial Advisory Services, Inc. provides investment advisory and retirement-plan consulting to individuals, trusts and estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm focuses on documenting client objectives and recommending long-term asset allocations, often utilizing ETFs, institutional mutual funds, and third-party managers for portfolio implementation.
Peter G
CFP®, Series 66
Valencia, CA
Global Financial Advisory Services, Inc.
Peter Garelick is a CERTIFIED FINANCIAL PLANNER™ professional with 15 years of experience in the financial industry. He has worked at Global Financial Advisory Services, Inc. since 2015 and previously spent time at Western International Securities, Inc. and Financial West Group. Global Financial Advisory Services, Inc. offers investment advisory and retirement-plan consulting to individuals, trusts, pension plans, charitable organizations, and businesses. The firm focuses on long-term asset allocation using ETFs, institutional mutual funds, and third-party managers, providing both discretionary and non-discretionary portfolio management.
David G
CFP®, Series 63, Series 65
Valencia, CA
Global Financial Advisory Services, Inc.
David Garelick is a CFP® with 29 years of experience in the financial advisory industry. He is a founding advisor at Global Financial Advisory Services, Inc., where he has worked since 1997. In addition to his advisory role, Garelick is president of Global Business Management, a family office providing business management services to high-net-worth individuals, and president of Global Tax and Accounting, offering tax preparation and bookkeeping services. He also serves as a board member and treasurer of The Canet Foundation, a private foundation. Global Financial Advisory Services, Inc. provides investment advisory and retirement-plan consulting to individuals, trusts and estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes long-term asset allocation strategies using ETFs, institutional mutual funds, and third-party managers, with a significant portion of assets managed on a non-discretionary basis.
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")