# Shawn Gallagher

> Shawn Gallagher is a fee-only financial advisor at Frisch Financial Group in Melville, New York, who holds the CFP credential. Frisch Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/shawn-gallagher-4821553/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Frisch Financial Group
- **Based in:** Melville, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $931.6M across 1,759 accounts
- **Credentials:** CFP
- **CRD:** 4821553 (https://adviserinfo.sec.gov/individual/summary/4821553)
- **SEC registration:** Investment adviser representative in FL, NY, TX
- **Exams passed:** Series 66 (2004)
- **Firm size:** 18 employees
- **Disclosures:** None reported
- **Website:** https://www.frischfinancial.com

## Frequently asked questions

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

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

### How does Shawn charge for financial advice?

Shawn's firm, Frisch Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Shawn Gallagher based?

Shawn Gallagher is based in Melville, New York.

### What credentials does Shawn Gallagher hold?

Shawn Gallagher holds the CFP credential.

### Is Shawn Gallagher registered with the SEC?

Yes. Shawn Gallagher is registered as an investment adviser representative in FL, NY and TX (CRD 4821553), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Frisch Financial Group manage?

Frisch Financial Group reports $931.6M across 1,759 accounts in assets under management.

### How do I contact Shawn Gallagher?

Through Shawn's website, www.frischfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4821553): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.