Gallatin Financial Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Gallatin Financial Advisors, LLC's fee for providing Consulting Services is $250 per hour.”

Flat or project fee

$1,200

“BRONZE Level – Clients engaging Gallatin Financial Advisors, LLC at the BRONZE level will pay the ongoing monthly fee of $129.00 or one-time fee of $1,200.”

Monthly fee

$129/mo

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Gallatin Financial Advisors, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “All fees for Consulting Services are negotiable.”
• “These fees can be paid to Gallatin Financial Advisors, LLC by check, credit card or ACH.”
• “Retainer fees are billed monthly and in advance.”

How Gallatin Financial Advisors, LLC’s fees compare

• Its hourly rate of $250 is below the Wisconsin median of $300. 23% of the 95 other Wisconsin planners that publish an hourly rate charge less.
• 1 of the 5 other planners in Mequon that publish an hourly rate charge less.
• Its flat or project fee of $1,200 is below the Wisconsin median of $3,000. 12% of the 73 other Wisconsin planners that publish a flat or project fee charge less.
• None of the 2 other planners in Mequon that publish a flat or project fee charge less.

About Gallatin Financial Advisors, LLC

• Firm size: 3 employees.
• Credentials named in the brochure: CFP®, CPA, and CFA.
• Registered as an adviser: 2012 (14 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Insurance analysis
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

79

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$47,668,966

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

164901

Website

gallafin.com (opens in new tab)

Phone

(773) 332-0499

Can advise clients in 4 states: California, Illinois, Pennsylvania, Wisconsin

Other planners in Mequon that publish fees

• Denali Wealth Management, Inc.Mequon$150⁠-⁠$500/hr, $100/mo
• Diversified Capital Wealth Management, LLCMequon$200⁠-⁠$300/hr
• Founder360° Family OfficeMequon$250/hr, $50/mo
• Gentian Financial, Inc.Mequon$150⁠-⁠$300/hr, $250⁠-⁠$25,000
• Spectrum Investment Advisors, Inc.Mequon$2,000/yr
• Summit Financial Management LLCMequon$250⁠-⁠$500/hr, $1,000⁠-⁠$25,000

Compare all 8 planners in Mequon