Fee-only adviser · Danville, CA
Gallagher Wealth Management
Gallagher Wealth Management is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Danville, California. On its latest Form ADV, filed March 5, 2026, it reports $123M in regulatory assets under management, 117 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 161266 · SEC file 801-131231 |
| Office | 500 la Gonda Way Suite 200 Danville, CA 94526 |
| Phone | (925) 831-3043 |
| Website | www.gallagherwealth.com |
| Regulatory assets under management | $123M |
| Individual clients | 74 non-high-net-worth, 43 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting |
| Employees | 4 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 5, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Danville
- The Pacific Center for Financial Services $1.1B
- Greykasell Wealth Strategies, Inc. $443M
- Fullerton Advisors, LLC $120M
- Dolan Partners LLC $55M
- Fisher & Wiens Wealth Management, LLC $250M
- Andrews, Lucia Wealth Management LLC $543M
See all 11 fee-only advisers in Danville →
Nearby
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- San Ramon 15 firms
- Walnut Creek 34 firms
- Moraga 4 firms
- Clayton 1 firm
- Dublin 1 firm
- Lafayette 10 firms
- Pleasant Hill 2 firms
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