Grace Gallagher
Zynergy Retirement Planning · Red Bank, New Jersey
Grace Gallagher is a fee-only financial advisor at Zynergy Retirement Planning in Red Bank, New Jersey. Zynergy Retirement Planning reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Grace →
Facts
| Firm | Zynergy Retirement Planning |
|---|---|
| Based in | Red Bank, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $173M across 591 accounts |
| SEC registration | Investment adviser representative in NJ, TX · CRD 7819348 |
| Exams passed | Series 65 (2024) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | player.fm/series/3686448 |
How Grace's firm compares
- Zynergy Retirement Planning's average account is about $293,000, from its Form ADV (assets managed divided by 591 accounts).
Request an introduction to Grace
Tell Grace a little about what you're looking for. Grace isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Grace
Is Grace Gallagher a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Grace holds no broker registration, and Zynergy Retirement Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Grace charge for financial advice?
Grace's firm, Zynergy Retirement Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Grace Gallagher based?
Grace Gallagher is based in Red Bank, New Jersey.
Is Grace Gallagher registered with the SEC?
Yes. Grace Gallagher is registered as an investment adviser representative in NJ and TX (CRD 7819348), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Zynergy Retirement Planning manage?
Zynergy Retirement Planning reports $173M across 591 accounts in assets under management.
How do I contact Grace Gallagher?
Through Grace's website, player.fm/series/3686448.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Red Bank
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
- 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.
See something wrong? Request a correction. Read our methodology.