Shawn Gallagher
Frisch Financial Group · Melville, New York
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.
Request an introduction to Shawn →
Facts
| Firm | Frisch Financial Group |
|---|---|
| Based in | Melville, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $931.6M across 1,759 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, NY, TX · CRD 4821553 |
| Exams passed | Series 66 (2004) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.frischfinancial.com |
How Shawn's firm compares
- Frisch Financial Group's average account is about $530,000, from its Form ADV (assets managed divided by 1,759 accounts).
Request an introduction to Shawn
Tell Shawn a little about what you're looking for. Shawn isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Shawn
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.
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
- 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.
See something wrong? Request a correction. Read our methodology.