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

834 E Washington Ave., Ste. 325, Madison, WI, 53703

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Gallagher Fiduciary Advisors, LLC
January 2025 - Present · 1 yr
Osaic Wealth, INC. Broker
January 2025 - Present · 1 yr
Previous Registrations
Fidelity Personal and Workplace Advisors
February 2024 - January 2025 · 11 mos
Fidelity Brokerage Services LLCBroker
February 2024 - January 2025 · 11 mos
Ameriprise Financial Services, LLC Broker
February 2021 - February 2024 · 3 yrs
Ameriprise Financial Services, LLC
February 2021 - February 2024 · 3 yrs
Waddell & Reed
March 2020 - February 2021 · 11 mos
Waddell & ReedBroker
January 2020 - February 2021 · 1 yr 1 mo
State Registrations8 states
FLMDMSNCNJVAWIWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.