B
Baker Gallo
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 2 employees
Firm type
Investment Manager
May not manage individual clients
Clients per advisor
0
Average account size
—
About
Baker Gallo is a Texas state‑registered CPA firm that provides tax preparation services and acts as a referral adviser, directing tax clients to third‑party financial advisers. Its stated client base includes individuals, businesses, estates, trusts and non‑profit organizations that engage the firm for tax services and are informed of the option to be referred.
The firm does not manage client assets or recommend specific securities; its advisory activity is limited to selecting and referring third‑party advisers. In choosing referrals Baker Gallo considers adviser credentials, character and client satisfaction, and factors about the client (portfolio size, age, personality and location), and it discloses the referral arrangement to the client.
Distinctive for a registered adviser, Baker Gallo is primarily an accounting firm that receives ongoing referral fees—described as 25–35% of the receiving adviser’s advisory fees paid while the client remains with that adviser—instead of charging clients percentage‑of‑assets fees. The firm discloses this potential conflict, obtains written client consent for referrals, and does not custody or manage client funds or sell investment products.
Client services
Selection of other advisers
Main office location
Baker Gallo
4912 N Midkiff Rd
Midland TX 79705, United States
Number of offices
1
Most active in
Baker Gallo has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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