Galvin, Gaustad & Stein, LLC fees and pricing
Financial planner in Scottsdale, Arizona. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 3, 2026, Galvin, Gaustad & Stein, LLC charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“These fees are largely determined by the scope and complexity of the agreed upon services, generally $300 on an hourly basis and up to $10,000 on a fixed fee basis.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Galvin, Gaustad & Stein, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “GGS charges either a negotiable hourly and/or fixed fee to provide clients with stand-alone financial planning services.”
- “The specific terms and fee structure are negotiated in advance and set forth in the Agreement with GGS.”
- “Generally, GGS requires one-half of the financial planning fee payable upon execution of the Agreement and the balance due at the time the financial plan is delivered, or the underlying services are rendered to completion, not to exceed six months.”
How Galvin, Gaustad & Stein, LLC’s fees compare
- Its hourly rate of $300 is above the Arizona median of $275. 52% of the 195 other Arizona planners that publish an hourly rate charge less.
- 20 of the 53 other planners in Scottsdale that publish an hourly rate charge less.
About Galvin, Gaustad & Stein, LLC
“Since 2010, the Firm has been providing its clients with a variety of advisory services, which include financial planning, pension consulting, and the management of investments.”
- Firm size: 17 employees.
- Registered as an adviser: 2010 (16 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Cash flow and budgeting
- Charitable giving
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
- 1.6% a year
- Clients
- 831
- Employees
- 17
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $1,354,519,461
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 153410
- Phone
- (480) 776-1445
Can advise clients in 21 states: Arizona, California, Colorado, Florida, Hawaii, Idaho, Illinois, Massachusetts, Maryland, Michigan, North Carolina, New Mexico, Nevada, New York, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Washington
Other planners in Scottsdale that publish fees
- 212 Wealth ManagementScottsdale$250/hr
- 3Roots Wealth Partners LLCScottsdale$400/hr, $5,000-$20,000
- 49TH Parallel Wealth ManagementScottsdale$399/hr, $1,500
- Able Financial Group, LLCScottsdale$600/hr, $35,000
- Aim CapitalScottsdale$300/hr
- Akkadian Wealth LLCScottsdale$500/hr, $1,000-$5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.