Advisor at Gallatin & Company, 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
Gallatin & Company, LLC
Location
Vero Beach, FL 32960
Credentials
Series 63, Series 65
Industry experience
14 years
Russell Twiss is a financial advisor at Gallatin & Company, LLC with 14 years of industry experience. He has been with Gallatin & Company since 2006 and holds Series 63 and Series 65 licenses. Gallatin & Company, LLC is an independent, fee-only registered investment adviser serving individuals, charitable organizations, institutions, trusts, estates, and pension plans. The firm manages approximately $92.6 million in assets and employs a fundamental security analysis and long-term total-return investment approach, creating individualized portfolios rather than model portfolios.
In some instances, predetermined fees rather than AUM percentage fees
Account minimum: $100,000 (customarily not accept new clients below this amount); prefers at least $500,000 Fee-only: Annual fees negotiated case by case, typically 0.0% to 2.0% of assets under management; some clients may pay predetermined fixed fees instead of AUM percentage
2145 14 Th Ave., Suite 15
Vero Beach, FL 32960
Florida · Louisiana · New York · Texas
Gallatin & Company, LLC
2006 - Present (20 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
Vero Beach, FL
Parsons Financial Group, LLC
CFP®, Series 63, Series 65
Vero Beach, FL
Gulati Asset Management LLC
Series 63, Series 65
Vero Beach, FL
Lulla Wealth Financial
Series 63, Series 65
Vero Beach, FL
Greenfield Financial Services, LLC
Series 63, Series 65
Vero Beach, FL
ONESOURCE Wealth Advisors
Series 63, Series 66
Vero Beach, FL
Peachtree Investment Partners, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")