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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 08-01-1994
- Office Locations
- 1
Office Locations
About Galecki Financial Management INC
Galecki Financial Management is a Fort Wayne-based, fee-only RIA providing fiduciary financial planning and ongoing wealth management for individuals and families across Northeast Indiana and nationwide. Services include an in-depth Initial Financial Overview, comprehensive planning, and discretionary portfolio management with an ETF-heavy approach. The multi-generational team is staffed by CFP professionals, and the firm custody relationships include Charles Schwab.
Reported data analysis
What the numbers show
Between February 5, 2025 and February 2, 2026, reported AUM increased 21.1%, from $767.6M to $929.5M.
Across 5 reported observations, AUM increased 49.7% between August 12, 2022 and February 2, 2026, from $621.1M to $929.5M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 6 advisory representatives and 1,060 clients, or 176.7 clients per representative. That equates to $876.9K in reported AUM per client.
The profile lists 1 reported office location and 32 years in operation. The source data was last updated on February 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- Custodian
- Investment Themes
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Owner & Executives
CHLOE ANNA Blythe
Financial Planner, Owner
- CRD
- #6232660
- Ownership
- 10% but less than 25%
KEVIN DANIEL CHANDLER
FINANCIAL PLANNER, Owner, Principal
- CRD
- #6322491
- Ownership
- 10% but less than 25%
Showing 2 of 6 owners & executives
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $929,463,266 | $380,928 |
| Non-Discretionary | $0 | -- |
| Total | $929,463,266 | $380,928 |
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Separately Managed Accounts
SMA allocation detail is available
Galecki Financial Management INC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.