Gallagher Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“The maximum hourly fee to be charged will not exceed $300 for financial advisors, $150 for para-planners and $80 for administrative time.”

Flat or project fee

$3,000⁠-⁠$10,000

“Flat fees range from $3,000 to $10,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Gallagher Wealth Management bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Our firm bills on cash unless indicated otherwise in writing.”
• “Annualized fees are billed on a pro-rata basis quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
• “Fees are negotiable and will be deducted from client account(s).”

How Gallagher Wealth Management’s fees compare

• Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
• 1 of the 3 other planners in Danville that publish an hourly rate charge less.
• Its flat or project fee of $3,000-$10,000 spans the California median of $5,000. 67% of the 796 other California planners that publish a flat or project fee charge less.
• 5 of the 6 other planners in Danville that publish a flat or project fee charge less.

About Gallagher Wealth Management

• Firm size: 4 employees.
• Registered as an adviser: 2024 (2 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.75% a year

Clients

117

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$123,450,100

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

161266

Website

gallagherwealth.com (opens in new tab)

Phone

(925) 831-3043

Can advise clients in 4 states: California, Nebraska, New Hampshire, Texas

Other planners in Danville that publish fees

• Apogee Wealth AdvisorsDanville$500/hr, $2,500⁠-⁠$10,000
• Arden Wealth ManagementDanville$200⁠-⁠$2,000
• Dolan Partners LLCDanville$8,000
• Global Wealth HarborDanville$500⁠-⁠$8,000, $100⁠-⁠$800/mo
• Greykasell Wealth Strategies, Inc.Danville$6,200
• Power InvestingDanville$360/hr

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