GM
CFP
GM
CFP

Galen Mayo

17 Years of Experience
Atlanta, GA
BrokerSells Insurance

Galen Mayo is a CFP-designated registered investment advisor at VALIC Financial Advisors, INC., based in Atlanta, GA, with 17 years of industry experience. Galen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1277 advisors
IM Fee
Planning only
Assets Under Management
$26.4B

Fee Structure

  • Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
  • Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
  • The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
One-Time Plan:Up to $5,000
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Location

2300 Windy Ridge Parkway S.E., Suite 240 S, Atlanta, GA, 30339

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Galen is an agent for AGIA, selling non-securities insurance products since March 2025. This requires a few hours per week.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
March 2025 - Present · 1 yr 2 mos
VALIC Financial Advisors, INC.Broker
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Advisory Services Network
April 2023 - August 2024 · 1 yr 4 mos
VALIC Financial Advisors, INC.Broker
May 2021 - April 2023 · 1 yr 11 mos
VALIC Financial Advisors, INC.
May 2021 - April 2023 · 1 yr 11 mos
Fidelity Personal and Workplace Advisors
July 2018 - September 2019 · 1 yr 2 mos
Strategic Advisers LLC
May 2018 - July 2018 · 2 mos
Fidelity Brokerage Services LLCBroker
April 2018 - September 2019 · 1 yr 5 mos
Strategic Advisers, INC.
April 2007 - March 2017 · 9 yrs 11 mos
Fidelity Brokerage Services LLCBroker
July 2005 - March 2017 · 11 yrs 8 mos
State Registrations6 states
ALFLGANCSCTN
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.