Galecki Financial Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, publishing newsletters, divorce planning, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 510 clients last fiscal year.
Galecki Financial Management reports 530 high-net-worth individuals. Of its assets, 100.0% ($929M across 2,440 accounts) are managed with discretion. It advised 530 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 530 | $929M | 100.0% | $1.75M |
| Total | 530 | $929M | 100% | $1.75M |
- Clients
- 530
- Regulatory AUM
- $929M
- AUM share
- 100.0%
- Avg. per client
- $1.75M
Total
- Clients
- 530
- Regulatory AUM
- $929M
- AUM share
- 100%
- Avg. per client
- $1.75M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 530
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 510
Galecki Financial Management charges up to 1.00% for its Asset Management. The brochure does not state whether the rate is annual. The fee has a $5,000 annual minimum. The brochure also prices 4 other services, listed under fee details.
Fee details and sources
Other fees
- Divorce Financial Overview
- A divorce-settlement cash flow review billed at a $500 fee, typically reimbursed on the first Asset Management invoice if the client starts Asset Management within 6 months.
- Hourly Consulting
- Hourly consulting is billed at $250 an hour for CFP professionals, available for up to three uses after the Initial Financial Overview.
- Initial Financial Overview
- A two-hour financial review billed at a $300 fee, typically reimbursed on the first Asset Management invoice if the client starts Asset Management within 6 months.
- Stand Alone Financial Planning
- Billed on an annual retainer that generally ranges from $5,000 to $10,000, depending on the complexity of the plan; fees are not refundable.
The leadership team of Galecki Financial Management includes Chief Compliance Officer Michael McArdle. It has 15 employees, 6 of them in advisory roles.
Leadership
Michael McArdleChief Compliance Officer - Owner
Albert KohoutFinancial Planner / Owner
Melanie ColwellFinancial Planner / Owner
Kevin ChandlerFinancial Planner/ Owner
Chloe BlytheFinancial Planner/ Owner- Andrew YoungFinancial Planner / Owner
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
Staff
- 15 employees
- 6 in advisory functions
- 6 state-registered reps
- Owns 10% to 25% of Galecki Financial Management Inc
Albert Kohout
Control person · since April 2003
- Owns 10% to 25% of Galecki Financial Management Inc
Michael McArdle
Control person · since March 2007
- Owns 10% to 25% of Galecki Financial Management Inc
Melanie Colwell
since March 2005
- Owns 10% to 25% of Galecki Financial Management Inc
Kevin Chandler
since January 2019
- Owns 10% to 25% of Galecki Financial Management Inc
Chloe Blythe
since January 2019
- Owns 10% to 25% of Galecki Financial Management Inc
Andrew Young
since January 2019
Galecki Financial Management’s regulatory assets grew 1.7× from $553M (June 2021) to $929M (February 2026); clients rose from 416 to 530 and employees fell from 17 to 15.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $929M | 530 | 15 | 1 |
| February 2025 | $768M | 510 | 16 | 1 |
| January 2024 | $632M | 484 | 17 | 1 |
| February 2023 | $563M | 432 | 17 | 1 |
| January 2022 | $621M | 424 | 17 | 1 |
| June 2021 | $553M | 416 | 17 | 1 |
Besides its headquarters, Galecki Financial Management has 0 offices, with 1 listed address in Indiana.
Indiana · 1 listed address
- 7743 West Jefferson BLVD, Fort WayneHQ
Contact and registration details
- Legal name
- Galecki Financial Management Inc
- Headquarters
- 7743 West Jefferson BLVD, Fort Wayne, IN 46804
- Website
- galecki.com
- Phone
- 260-436-8525
- SEC file
- 801-47181
- Founded
- 1990
- Structure
- Indiana corporation
- Fiscal year end
- December
Galecki Financial Management has custody of $32.8M in client assets for 39 clients.
At year end, Galecki Financial Management’s separately managed accounts were mostly in stocks (90%) and bonds (10%).
What the accounts hold
- Stocks90%
- Exchange-traded equities80%
- Non-exchange-traded equities10%
- Bonds10%
How many clients does Galecki Financial Management have?
Galecki Financial Management has 530 clients and manages $929 million for them, as of February 2026. They include 530 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 2 February 2026
What services does Galecki Financial Management offer?
Galecki Financial Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, publishing newsletters, divorce planning, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Galecki Financial Management charge?
Galecki Financial Management charges up to 1.00% for its Asset Management. The brochure does not state whether the rate is annual. The fee has a $5,000 annual minimum.
How many financial advisors does Galecki Financial Management have?
Galecki Financial Management has 6 investment adviser representatives registered with state securities authorities, out of 15 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Galecki Financial Management invest in?
At the end of its last fiscal year, Galecki Financial Management’s separately managed accounts held 80% exchange-traded equities, 10% non-exchange-traded equities and 10% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Galecki Financial Management?
Galecki Financial Management’s direct owners are Albert Kohout, Michael McArdle, Melanie Colwell, Kevin Chandler, Chloe Blythe and Andrew Young, each holding 25% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 2 February 2026
How does Galecki Financial Management get paid?
Galecki Financial Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Galecki Financial Management?
Galecki Financial Management’s main office is at 7743 West Jefferson BLVD, Fort Wayne, IN 46804. Its phone number is 260-436-8525. Its website is galecki.com.