Worry-Free Wealth Management

Galecki Financial Management, a Fee-Only wealth management firm in Fort Wayne, Indiana, charges 1.0% on the first $2 million in managed assets, 0.75% on the next $2 million, and 0.4% on anything above $4 million, billed quarterly. On a $100,000 account, that works out to $1,000 per year, with no hidden commissions, product fees, or sales loads. We also offer a one-time Initial Financial Overview for $300 and hourly financial planning for clients who aren’t using ongoing investment management. Because we’re a Fee-Only firm, our clients are our only source of revenue. Learn more about our services.

Fee-Only means a financial advisor’s only compensation comes directly from clients, never from product commissions, kickbacks, or referral fees. Galecki Financial Management is a Fee-Only firm serving Fort Wayne and Northeast Indiana since 1990, and we don’t sell investment products or earn commissions on anything we recommend, which removes the conflict of interest that exists at commission-based or fee-based firms. We do acknowledge one inherent conflict: because our fee is a percentage of assets we manage, the more we manage, the more we earn. We address this by always recommending what’s right for the client first, even when it reduces our revenue.

Yes. Galecki Financial Management (based in Fort Wayne, Indiana) is a Registered Investment Advisor with the U.S. Securities and Exchange Commission, and our advisors act as legal fiduciaries at all times. That means we’re legally and ethically required to put your interests ahead of our own on every recommendation we make. We are not a broker-dealer and do not earn commissions for selling products. Every lead advisor on our team is also a CERTIFIED FINANCIAL PLANNER® professional, which carries its own fiduciary standard.

Every lead advisor at Galecki Financial Management in Fort Wayne, Indiana, is a CERTIFIED FINANCIAL PLANNER® professional, the most widely recognized credential in personal financial planning. To earn the CFP® mark, advisors must complete extensive coursework, pass a rigorous board exam, accumulate qualifying experience, and meet ongoing ethics and continuing education requirements. Our team also includes a CPA on staff to support clients with more complex tax planning needs. You can meet the full team and read individual bios on our Our Team page.