Gallo Lupo LLC fees and pricing
Financial planner in Kirkland, Washington. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 19, 2026, Gallo Lupo LLC charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“We charge for financial planning and employee education using an hourly fee of $300, though the rate is negotiable and may be subject to discount.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Gallo Lupo LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients pay by check after receipt of our detailed billing statement, and in accordance with the terms of the Agreement.”
- “Our financial planning fees are negotiable.”
- “Our fees are always charged in arrears (that is, after we have provided the services).”
How Gallo Lupo LLC’s fees compare
- Its hourly rate of $300 matches the Washington median of $300. 50% of the 216 other Washington planners that publish an hourly rate charge less.
- 3 of the 11 other planners in Kirkland that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Gallo Lupo LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Equity compensation
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 323381
- Phone
- (206) 660-0070
Other planners in Kirkland that publish fees
- Abacus Financial PlanningKirkland$450/hr
- Compass Wealth AdvisorKirkland$150/hr, $500-$5,000
- Concepts Financial Services, LLCKirkland$250/hr
- Finomenon Investments LLCKirkland$300/hr, $950-$2,750/yr
- Kaizen Financial Advisors, LLCKirkland$500/hr
- North Pine Strategic WealthKirkland$350/hr, $10,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.