Galina Courson is a CFP, PFS-designated registered investment advisor at Financial Discovery, based in Atlanta, GA, with 14 years of industry experience. Galina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 82 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.25% |
| $750K+ | 1.00% |
For portfolio values less than $500,000, there is a fixed minimum annual fee of $6,250. Fees may be negotiable under certain circumstances.
Fee Estimator
Location
200 Ashford Center North, 200 Ashford Center North Suite 130, Atlanta, GA, 30338
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Galina is the owner and sole member of Financial Discovery Group, LLC, a non-investment related business providing accounting and tax services since 2010. She dedicates a few hours per week to this business.
Employment History
Current Registrations
Financial Discovery
Previous Registrations
Financial Discovery
State Registrations1 state
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.