# Frank Gallo

> Frank Gallo is a fee-only financial advisor at Investors Portfolio Services in Puyallup, Washington, who holds the CFP credential. Frank focuses on retirement planning, tax planning and estate & legacy planning. Investors Portfolio Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/frank-gallo/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Investors Portfolio Services
- **Based in:** Puyallup, Washington
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $238.8M across 830 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Small business owners, Founders (pre-exit), Equity compensation
- **Works with:** Retirees, High earners, Real estate investors, Founders
- **CRD:** 2174876 (https://adviserinfo.sec.gov/individual/summary/2174876)
- **SEC registration:** Investment adviser representative in TX, WA
- **Exams passed:** Series 63 (1991)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://investorsportfolioservices.com

## Frequently asked questions

### Is Frank Gallo a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Frank holds no broker registration, and Investors Portfolio Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Frank charge for financial advice?

Frank's firm, Investors Portfolio Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Does Frank work with clients virtually?

Yes. Investors Portfolio Services says on its website that it works with clients remotely.

### Where is Frank Gallo based?

Frank Gallo is based in Puyallup, Washington.

### What does Frank specialize in?

Frank's specialties include retirement planning, tax planning, estate & legacy planning, small business owners, founders (pre-exit) and equity compensation. Frank works with retirees, high earners, real estate investors and founders.

### What credentials does Frank Gallo hold?

Frank Gallo holds the CFP credential.

### Is Frank Gallo registered with the SEC?

Yes. Frank Gallo is registered as an investment adviser representative in TX and WA (CRD 2174876), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Investors Portfolio Services manage?

Investors Portfolio Services reports $238.8M across 830 accounts in assets under management.

### How do I contact Frank Gallo?

Through Frank's website, investorsportfolioservices.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2174876): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.investorsportfolioservices.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.