Timothy Gallagher
Timothy Gallagher is a registered investment advisor at Vita Planning Group LLC, based in Vancouver, WA, with 23 years of industry experience. Timothy 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 1 more. Their firm serves 48 clients with $65M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.5M | 0.60% |
| $2.5M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $20.0M | 0.30% |
| $20M+ | 0.25% |
Fees may be negotiable.
Fee Estimator
Location
312 SE Stonemill Drive, Suite 160, Vancouver, WA, 98684-3514
Get directionsHistory
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 ActivitiesSells Insurance
Timothy is involved with Vita Insurance Associates, Inc. since 2017, where he works in insurance sales and/or as an account executive, dedicating nearly all of his time to this activity.
Employment History
Current Registrations
Vita Planning Group LLC
Previous Registrations
Ae Financial Services, LLCBroker
Liberty Wealth Management, LLC
Liberty Group, LLCBroker
Liberty Wealth Management, LLC
E*trade Securities LLCBroker
E*trade Capital Management, LLC
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations3 states
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.