Joshua Gallogly
Advice-only, tax-focused retirement planning for DIY investors and retirees who want to keep managing their own accounts.
Milestones Financial, LLC · Columbus, Ohio
Joshua Gallogly is a fee-only financial advisor at Milestones Financial, LLC in Columbus, Ohio, who holds the CFP and EA credentials. Joshua charges a one-time planning fee and hourly fees (one-time plans from $2,250) and focuses on retirement planning, tax planning and flat-fee planning.
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Specialties
Who they serve
- Pre-retirees
- Retirees
About
Josh Gallogly is a fee-only, advice-only planner at Milestones Financial, working with clients across the country. He focuses on proactive DIY investors and retirees who want reliable retirement income without giving up control of their accounts. A CFP® professional and IRS enrolled agent, Josh reviews tax returns as well as portfolios.
His planning centers on tax efficiency in retirement: the order of withdrawals from taxable, tax-deferred and tax-exempt accounts, Social Security filing, harvesting losses and gains, and Roth conversions in the years between retirement and Social Security. He gives specific buy, sell and hold recommendations, and clients carry them out at the custodian they choose.
Before financial planning, Josh worked as a registered nurse, where he learned to advocate for patients. He brings that same approach to clients, working as a fiduciary on a flat-fee or hourly basis with no ongoing fees.
Facts
| Firm | Milestones Financial, LLC |
|---|---|
| Based in | Columbus, Ohio |
| Fee model | One-time planning fee · Hourly |
| Fees (firm's website) | One-time plans from $2,250 |
| Fees (Advice-Only Network profile) | One-time plans from $2,250 · $295 an hour |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in OH · CRD 7216216 |
| Exams passed | Series 66 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | milestonesfin.com |
How Joshua's firm compares
- A one-time plan starts at $2,250, above the Ohio median of $1,500 for fee-only firms that publish prices.
- The hourly rate is $295, in line with the US median of $300 for fee-only firms that publish prices.
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Questions about Joshua
Is Joshua Gallogly a fee-only financial advisor?
Yes. Joshua Gallogly is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the Advice-Only Network (advice-only practices, no product sales). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Joshua's firm.
How does Joshua charge for financial advice?
Joshua charges a one-time planning fee and hourly fees.
How much does Joshua charge?
According to Milestones Financial, LLC's website, checked October 28, 2026: one-time plans from $2,250.
Does Joshua work with clients virtually?
Yes. Milestones Financial, LLC says on its website that it works with clients remotely.
Where is Joshua Gallogly based?
Joshua Gallogly is based in Columbus, Ohio.
What does Joshua specialize in?
Joshua's specialties include retirement planning, tax planning, flat-fee planning, estate & legacy planning and equity compensation. Joshua works with pre-retirees and retirees.
What credentials does Joshua Gallogly hold?
Joshua Gallogly holds the CFP and EA credentials.
Is Joshua Gallogly registered with the SEC?
Yes. Joshua Gallogly is registered as an investment adviser representative in OH (CRD 7216216), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact Joshua Gallogly?
Through Joshua's website, milestonesfin.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Advice-Only Network listing : advice-only practices, no product sales
- Milestones Financial, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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