Investors Portfolio Services LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$500/hr

“For these services, Advisor’s planning and consulting fees are negotiable but generally range from $1,500 to $5,000 on a fixed fee basis and from $200 to $500 on an hourly rate basis, depending on the level and scope of the service(s) required and the professional(s) rendering the service(s).”

Flat or project fee

$1,500⁠-⁠$5,000

From the same sentence as above.

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

How Investors Portfolio Services LLC bills

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

• “Generally, discretionary investment advisory services fees are billed in a layered format at breakpoints indicated by asset levels and applying the fee only to its specified asset range.”
• “Currently, client accounts are billed in arrears at the end of the quarter based on the closing value of the account.”
• “If an account is closed during a quarter, the account will be billed on a pro-rated basis for the days that have passed for the current quarter.”

How Investors Portfolio Services LLC’s fees compare

• Its hourly rate of $200-$500 spans the Washington median of $300. 69% of the 216 other Washington planners that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$5,000 spans the Washington median of $3,250. 50% of the 103 other Washington planners that publish a flat or project fee charge less.

About Investors Portfolio Services LLC

• Principal: Frank V. Gallo
• Firm size: 3 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2021 (5 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

Clients

289

Employees

3

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$238,839,710

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

117299

Website

facebook.com/profile.php?id=100063621201787 (opens in new tab)

Phone

(253) 770-8118

Can advise clients in 3 states: Arizona, Texas, Washington

Other planners in Puyallup that publish fees

• Pace Wealth AdvisorsPuyallup$250/hr, $1,500⁠-⁠$10,000
• 2020 Financial Planning LLCSeattle$300/hr, $2,500
• A5 Financial LLCBothell$250/hr
• Abacus Financial PlanningKirkland$450/hr
• Adair Wealth ManagementBellevue$2,500
• Advisia Financial PlanningBellevue$350/hr, $2,800

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