Frank Gallo
Investors Portfolio Services · Puyallup, Washington
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.
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Specialties
Who they serve
- Retirees
- High earners
- Real estate investors
- Founders
Facts
| Firm | Investors Portfolio Services |
|---|---|
| Based in | Puyallup, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $238.8M across 830 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, WA · CRD 2174876 |
| Exams passed | Series 63 (1991) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | investorsportfolioservices.com |
| Profile |
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Questions about Frank
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Investors Portfolio Services website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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