# John Gallagher

> John Gallagher is a fee-only financial advisor at Integrated Wealthcare in Durham, North Carolina, who holds the ChFC credential. John focuses on physicians & residents, retirement planning and tax planning. Integrated Wealthcare reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Integrated Wealthcare
- **Based in:** Durham, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $218.2M across 792 accounts
- **Credentials:** ChFC
- **Specialties:** Physicians & residents, Retirement planning, Tax planning, Estate & legacy planning
- **CRD:** 7718664 (https://adviserinfo.sec.gov/individual/summary/7718664)
- **SEC registration:** Investment adviser representative in HI
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** https://www.iwcglobal.net/

## Frequently asked questions

### Is John Gallagher a fee-only financial advisor?

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

### How does John charge for financial advice?

John's firm, Integrated Wealthcare, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is John Gallagher based?

John Gallagher is based in Durham, North Carolina.

### What does John specialize in?

John's specialties include physicians & residents, retirement planning, tax planning and estate & legacy planning.

### What credentials does John Gallagher hold?

John Gallagher holds the ChFC credential.

### Is John Gallagher registered with the SEC?

Yes. John Gallagher is registered as an investment adviser representative in HI (CRD 7718664), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Integrated Wealthcare manage?

Integrated Wealthcare reports $218.2M across 792 accounts in assets under management.

### How do I contact John Gallagher?

Through John's website, www.iwcglobal.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7718664): 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.iwcglobal.net/): 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.