Joshua Gallogly is a CFP-designated registered investment advisor at Milestones Financial, based in Columbus, OH, with 5 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Level 1 Financial Planning: $995 to $3,980, focused on basic areas requested by the client with modest complexity, such as basic tax planning, education savings, and retirement contribution decisions.
- Level 2 Financial Planning: $2,985 to $5,970, focused on areas requested by the client with moderate complexity, such as tax planning strategies, education savings, and multiple retirement contribution options.
- Level 3 Financial Planning: $3,980 to $6,965, focused on areas requested by the client with medium complexity, such as advanced tax planning strategies, advanced employee benefit options, and small business consulting.
- Level 4 Financial Planning: $4,975 to $7,960, focused on areas requested by the client with moderately high complexity, such as advanced tax planning strategies, pre-retirement decisions, and review of complex estate documents.
- Level 5 Financial Planning: $7,960 or more, focused on areas requested by the client and involves an extremely high level of complexity, such as advanced tax and estate planning strategies, executive level employee benefits, and legacy planning.
- Hourly Financial Advising: $199 per hour for follow-up services, billed in six-minute increments.
- Hourly Financial Planning (FinancialPoint): $200 per hour, paid by FinancialPoint for beneficiaries of US military members.
Contact
Joshua Gallogly
Location
Columbus, OH
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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.
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Joshua is the sole proprietor, owner, and landlord of a 4-unit building since 2012, receiving monthly rent. This activity is not investment-related.
Employment History
Current Registrations
Milestones Financial
Previous Registrations
First Heartland Capital, INC.Broker
State Registrations1 state
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Exams