Stephen Galligan is a CFP-designated registered investment advisor at Galligan Financial Advisors, based in Eagan, MN, with 8 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 250 clients with $69M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.04% |
The quarterly fee is 0.26%, which annualizes to 1.04%. There is a minimum annual fee of $1,000, but investment advisory accounts of $100,000 or more automatically satisfy this minimum after the first year.
Fee Estimator
Location
3460 Washington Drive #204, Eagan, MN, 55122
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Stephen is a CPA providing tax planning and preparation services seasonally, dedicating about 10-20% of his time during those periods. He also provides CFP personal financial planning services, spending a few hours per week on average.
Employment History
Current Registrations
Galligan Financial Advisors
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.