John Gallagher
Integrated Wealthcare · Durham, North Carolina
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.
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Specialties
Facts
| Firm | Integrated Wealthcare |
|---|---|
| Based in | Durham, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $218.2M across 792 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in HI · CRD 7718664 |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.iwcglobal.net |
How John's firm compares
- Integrated Wealthcare's average account is about $275,000, from its Form ADV (assets managed divided by 792 accounts).
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Questions about John
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.
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
- Integrated Wealthcare 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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