Advisor at Investors Portfolio Services LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Investors Portfolio Services LLC
Location
Puyallup, WA 98373
Credentials
CFP®, Series 63
Industry experience
34 years
Frank Gallo is a CFP® professional with 34 years of industry experience, currently affiliated with Investors Portfolio Services LLC. His career includes roles at Fortune Financial Services, United Planners Financial Services, and NATIONAL PLANNING CORPORATION. Outside of advisory services, he serves as a trustee for the Joan M Gallo Trust and works as a tax preparer. Investors Portfolio Services LLC provides asset management, fiduciary services, financial planning, and tax preparation to individuals, trusts, charities, and retirement plans. The firm tailors portfolios to client goals, employs model portfolios and sub-advisors as needed, and offers public educational seminars along with in-house tax return preparation.
Based on Investors Portfolio Services LLC
Based on Investors Portfolio Services LLC
Basic Financial Plan: $1,500; Advanced Planning: $2,500
$1 - $499,999.99: 1.00% per year of Managed Assets $500,000 - $749,999.99: 0.90% per year of Managed Assets $750,000 - $999,999.99: 0.80% per year of Managed Assets $1,000,000 - $2,999,999.99: 0.75% per year of Managed Assets $3,000,000+: 0.50% per year of Managed Assets
$200 to $500 per hour for financial planning and consulting services; $100 to $400 per hour for tax preparation services
Fee-only: Financial planning fixed fees ranging from $1,500 to $5,000; hourly rates from $200 to $500; tax preparation hourly rates from $100 to $400
2832 South Meridian, Suite 201
Puyallup, WA 98373
Texas · Washington
Cash Flow Analysis LLC
2024 - Present (2 years)
Fortune Financial Services, Inc.
2020 - 2024 (4 years)
United Planners Financial Services
2016 - 2020 (4 years)
Investors Portfolio Services Llc.
2012 - Present (14 years)
FMT Solutions
2007 - 2021 (14 years)
Frank Gallo
2006 - 2025 (19 years)
NATIONAL PLANNING CORPORATION
2006 - 2016 (10 years)
HG Capital LLC
2002 - Present (24 years)
Joan M Gallo Trust
2002 - 2025 (23 years)
Frank Gallo
1995 - Present (31 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Puyallup, WA
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