Shane Galante is a CFP-designated registered investment advisor at Csg Financial, based in Dover, DE, with 4 years of industry experience. Shane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 62 clients with $16M 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 $500K | 1.00% |
| $500K - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.65% |
Fee Estimator
Location
3980 North Dupont Highway, Dover, DE, 19901
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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
Shane is a registered nurse at the Horsham Clinic, a mental health facility, since February 2024. He dedicates nearly full-time hours to this activity, with a significant portion occurring during trading hours.
Employment History
Current Registrations
Csg Financial
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLCBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations3 states
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.