Baker Gallo is a registered investment advisor and certified public accounting firm based in Midland, Texas. Founded in 2023 and owned by Certified Public Accountants David Baker and Derby Gallo, the firm specializes exclusively in tax preparation services. Baker Gallo does not manage client portfolios, provide direct investment advice, or offer financial planning. Instead, the firm functions solely as a referral service, connecting its tax preparation clients with third-party financial advisors. In exchange for these referrals, Baker Gallo receives an ongoing referral fee from the receiving financial advisor, ranging from 25% to 35% of the advisory fees collected from the client, paid monthly for as long as the client remains with that advisor. Baker Gallo does not charge clients any direct advisory fees and imposes no minimum account or fee requirements. While the firm considers factors such as credentials, character, portfolio size, and location when making a match, clients retain the ultimate choice of whether to accept a referral.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.