# Galileo Planning Group

Galileo Planning Group is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 142586
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/142586

## About

GALILEO PLANNING GROUP, INC is a state-registered investment adviser in MENLO PARK, CA. It has 7 employees and 4 investment advisers. The firm is headquartered in Menlo Park.

## Questions

### What services does Galileo Planning Group provide?

Galileo offers comprehensive financial planning, including investment management, tax strategy, estate planning, and retirement income planning. The firm uses a fee-only structure, meaning it charges clients directly rather than earning commissions from product sales.

### What is the firm's AUM or assets under management?

Galileo does not publicly disclose its AUM. Industry norms for small multi-family offices range from under $500 million to a few billion, but no official figure has been published by the firm or through regulatory filings.

### Who founded Galileo Planning Group?

The founding principal or principals have not been named in any public source. The firm's privacy posture extends to its leadership, which is typical for firms serving high-net-worth families who prefer anonymity.

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- [Booth Asset Management](https://altss.com/profile/booth-asset-management-llc)
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Last updated: 2026-07-06T01:24:17.116Z

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