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John Robert Gallagher

Advisor at Gallagher Capital Advisors, LLC — Argyle, TX

Updated today

Credentials

Series 63, Series 66

Experience

19 years

Location

Argyle, TX

Gallagher Capital Advisors, LLC

Supported

Total advisors

1

Clients per advisor

302 Very High

Avg AUM per client

$738,857 Typical

HNW client ratio

13% Low

About

John Gallagher is a financial advisor with Gallagher Capital Advisors, LLC in Argyle, TX, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has led Gallagher Capital Advisors since 2014. Outside of advisory services, he also sells health insurance on a part-time basis. Gallagher Capital Advisors provides investment advisory services to individual and high-net-worth clients, as well as retirement and profit-sharing plans, offering portfolio management and retirement plan consulting. The firm manages approximately $202.6 million across about 231 client relationships, utilizing fundamental analysis and diverse investment strategies including ETFs, mutual funds, and individual equities.

Client services

Based on Gallagher Capital Advisors, LLC

Portfolio management Pension consulting

Expertise

Based on Gallagher Capital Advisors, LLC

General retirement planning

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Fee options

Percentage

$0 - $1,000,000: 1.00% Over $1,000,000+: 0.75%

Other

Fee-only: Annual fee based on percentage of assets under management; negotiable

Location

Argyle, TX

Argyle TX

Advisors at this office

1

Most active in

Texas

Work history

19 years of industry experience

Gallagher Capital Advisors, LLC

2014 - Present • 12 years

Argyle, TX

Principal Financial Services

2006 - 2014 • 8 years

Fort Worth, TX

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Vijay D

Series 65

Northlake, TX

Auri Wealth Advisors

Vijay Duraipalam is a financial advisor at Auri with a Series 65 designation and experience beginning in 2025. Prior to joining Auri, he worked at Charles Schwab and several other companies across various industries. Auri is a Texas-registered investment adviser serving individual investors and small businesses with model portfolios mainly composed of ETFs and mutual funds. The firm emphasizes long-term strategic asset allocation and passive, diversified exposure, offering both discretionary and non-discretionary management alongside digital tools and financial planning support.

Passive / index investing Wealth management ESG / Sustainable investing

Christopher S

CFP®, Series 66

Northlake, TX

Retire With Swan

Christopher Swan is a CFP® professional with nine years of industry experience. He is the sole advisor at Retire With Swan, an independent firm he founded in 2020. Prior to this, he worked at Merrill Lynch, Charles Schwab, & Edward Jones. Retire With Swan focuses on retirement-centered financial planning and discretionary investment management for individual and high-net-worth clients. The firm employs a goals-based, long-term investment approach emphasizing strategic asset allocation, diversification, and regular portfolio monitoring.

Retirement income strategy Social Security optimization Income planning General tax planning Retirement withdrawal strategies Retired Approaching retirement Retired

Robert H

CFP®, Series 7, Series 66, Series 24

Grapevine, TX

Raymond James Financial

Robert Hrnicek is a CFP® professional with 24 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial and has previously worked at Wells Fargo Advisors, Morgan Stanley and Merrill Lynch. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, supporting clients through tailored strategies and a broad affiliate network.

General retirement planning Roth conversion strategy Early retirement planning Income planning Founder/Business Owner Executive Approaching retirement Established Professionals Retired Mid-Career Professionals
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Dominic Hilario J

Series 65

Flower Mound, TX

DEAJ Insurance and Investments Consulting

Dominic Hilario Javier is the principal of DEAJ Insurance and Investments Consulting, holding a Series 65 license and entering his first year in the financial advisory industry. He has prior experience with DEAJ Investments LLC and SGC Investments Limited. Outside of advisory services, he is involved with DEAJ Oil and Gas Consulting. DEAJ Insurance and Investments Consulting provides financial planning and non-discretionary investment advisory services to individuals, families, businesses, and nonprofit organizations. The firm combines licensed insurance brokerage and risk-management services with investment advice, offering portfolio approaches that include both third-party managed accounts and actively managed investments across a broad range of asset classes.

Wealth management Retirement income strategy
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Joseph R

Series 65

Corinth, TX

Bridge to Wealth LLC

Joseph Rugger is the sole advisor at Bridge to Wealth LLC in Corinth, TX. He holds a Series 65 designation and has six years of industry experience. Prior to founding Bridge to Wealth, he worked with Aquire Wealth Advisors and has maintained a CPA accounting practice specializing in dental practice accounting and tax services. Bridge to Wealth LLC serves individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a Modern Portfolio Theory-based approach with primarily passive investment management, offering diversified portfolios tailored to client needs, along with retirement-plan consulting and educational seminars.

General retirement planning Retirement income strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations
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John M

Series 63

Flower Mound, TX

Mckeel Capital Management

John Mckeel is a financial advisor at Mckeel Capital Management in Flower Mound, TX, holding a Series 63 designation with 22 years of industry experience. He has been with Mckeel Capital Management since 2009. Mckeel Capital Management is a fee-only, independent investment adviser serving individuals, including high-net-worth clients, as well as corporate and business entities. The firm offers financial planning, consulting, and portfolio management, implementing customized investment policies with a focus on both third-party managers and a variety of securities, typically managing client assets on a discretionary or non-discretionary basis.

Wealth management General retirement planning General estate planning guidance
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