Form ADV Part 1
This document contains facts about us, like our fees, client types, and any disciplinary disclosures.
Form ADV Part 2
This document explains our fees, services, investing approach, and any conflicts of interest.
Gallatin Financial Advisors, LLC (“Gallatin”) offers expertise, technology, and tools designed to help investors achieve better outcomes. Advisory services are provided by Gallatin Financial Advisors, LLC, a state registered investment adviser, and brokerage related products are provided by Altruist Financial LLC, a member of FINRA/SIPC. Commission-free trading means $0 commission trades placed in brokerage accounts via web or mobile devices. Other fees may still apply. Please see the Altruist Financial Fee Schedule to learn more.
By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms and Privacy Policy. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Gallatin does not provide tax advice; instead we offer tax advice via our affiliated sibling company Great West CPAs. Investors are encouraged to consult with Great West’s personal tax advisors.
All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. Clearing and custody of all securities are provided by Altruist Financial LLC.
Check the background of Gallatin Financial Advisors, LLC and Altruist Financial LLC on FINRA’s BrokerCheck: https://brokercheck.finra.org/
1433 N Water St, Ste 506
Milwaukee, WI 53202