# Galileo Planning Group, Inc

> Galileo Planning Group, Inc is a state-registered investment advisory firm in Menlo Park, CA, registered since 2006, with no regulatory assets under management reported in its Form ADV filing dated March 31, 2026.

- CRD: 142586
- Filed as: GALILEO PLANNING GROUP, INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Menlo Park, CA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/142586
- AdvisorCensus page: https://advisorcensus.com/firm/galileo-planning-group-inc-menlo-park-ca-142586

## Quick answers

**How is Galileo Planning Group, Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Galileo Planning Group, Inc reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other.

**Where is Galileo Planning Group, Inc located?**
Galileo Planning Group, Inc's principal office is in Menlo Park, CA, according to its Form ADV.

**Is Galileo Planning Group, Inc registered with the SEC or a state?**
Galileo Planning Group, Inc is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 142586.

**Does Galileo Planning Group, Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/142586

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Advisory services (Item 5.G)
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2006 (19 years)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, OR, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- galileoplanninggroup.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Galileo Planning Group, Inc (CRD 142586): Form ADV filing data as of October 2026.