Natalie Gallo
Regent Peak Wealth Advisors · Atlanta, Georgia
Natalie Gallo is a fee-only financial advisor at Regent Peak Wealth Advisors in Atlanta, Georgia. Natalie focuses on family wealth transfer, divorce financial planning and founders (pre-exit). Regent Peak Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
- Founders
- Executives
- Divorced individuals
Facts
| Firm | Regent Peak Wealth Advisors |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $785.9M across 1,611 accounts |
| SEC registration | Investment adviser representative in GA · CRD 7013882 |
| Exams passed | Series 63 (2018) · Series 65 (2024) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | regentpeakwealth.com |
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Questions about Natalie
Is Natalie Gallo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Natalie holds no broker registration, and Regent Peak Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Natalie charge for financial advice?
Natalie's firm, Regent Peak Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Natalie Gallo based?
Natalie Gallo is based in Atlanta, Georgia.
What does Natalie specialize in?
Natalie's specialties include family wealth transfer, divorce financial planning and founders (pre-exit). Natalie works with multi-generational families, founders, executives and divorced individuals.
Is Natalie Gallo registered with the SEC?
Yes. Natalie Gallo is registered as an investment adviser representative in GA (CRD 7013882), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Regent Peak Wealth Advisors manage?
Regent Peak Wealth Advisors reports $785.9M across 1,611 accounts in assets under management.
How do I contact Natalie Gallo?
Through Natalie's website, regentpeakwealth.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
- Regent Peak Wealth Advisors 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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