Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
118 advisors
Number of Clients
5,431 clients
Average Client Portfolio
$33.3M average
Assets Under Management
$180.6B

Fee Structure

Minimum Investment:$3K

GFA's fee schedule is up to 2.00% of assets under management or advisement. Fees are pro-rated for the initial period and adjusted for significant deposits/withdrawals. The agreement can be terminated by either party with written notice. Additional fees may apply for model/strategy portfolios, up to 0.85%. Clients may also incur charges from custodians, brokers, and third-party investment managers. Fees are negotiable based on various criteria.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation Planning
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Advisor Information

Office location

2850 Golf Road, Rolling Meadows, IL, 60008

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Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
March 1988
Final Disposition
Employment Separation After Allegations
March 1988
Other Business Activities

Craig works as a retirement plan consultant for Gallagher Fiduciary Advisors and Gallagher Benefit Services. He dedicates nearly full-time hours to Gallagher Fiduciary Advisors and about a quarter of his time to Gallagher Benefit Services.

Employment History
Current Registrations
Gallagher Fiduciary Advisors, LLC
April 2022 - Present · 3 yrs 9 mos
Previous Registrations
Triad Advisors LLCBroker
April 2022 - February 2024 · 1 yr 10 mos
Kestra Advisory Services, LLC
April 2016 - March 2022 · 5 yrs 11 mos
NFP Advisor Services, LLC
November 2013 - September 2016 · 2 yrs 10 mos
Kestra Investment Services, LLCBroker
January 2007 - March 2022 · 15 yrs 2 mos
Gbs Retirement Services, INC. Broker
April 2006 - December 2006 · 8 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.