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galvin, gaustad & stein, llc

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galvin, gaustad & stein, llcscottsdale, AZ

Additional Information

Galvin, Gaustad & Stein, LLC is a Registered Investment Advisory Firm providing personalized asset management, wealth management, and financial planning services. The firm operates under a 'buy and manage' philosophy focused on building diversified portfolios of high-quality investments tailored to client goals and risk levels.

CFA CharterChartered Life Underwriter (CLU)CERTIFIED FINANCIAL PLANNER (CFP)Registered Investment AdvisorGlobal Investment Performance Standards (GIPS) Compliant

Specializes in

Custom Portfolio ConstructionRetirement Income PlanningHigh Net Worth Individual ManagementGenerational Wealth TransferProfessional and Small Business Owner Services

Services

Portfolio ManagementRetirement PlanningAsset ManagementWealth ManagementFinancial PlanningStock SelectionBond and ETF Portfolio Construction

Serving Scottsdale, Phoenix, New York, Pittsburgh

Additional information extracted from the firm's public website. Last updated: September 15, 2026

Contact Information

Phone: 480-776-1445

Website: http://ggsadvisors.com

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Frequently Asked Questions

How much does a financial advisor cost in scottsdale?

Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.

What's the difference between a financial advisor and a financial planner?

A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.

When should I hire a financial advisor?

Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.

How do I verify a financial advisor's credentials?

Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.

What should I ask a financial advisor at the first meeting?

Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.