Gabriel Gallagher is a CFP-designated registered investment advisor at Hbks Wealth Advisors, based in Erie, PA, with 2 years of industry experience. Gabriel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 7,824 clients with $7.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HBKS Wealth Advisors charges a fee based on a percentage of the assets they manage. The fee is calculated and paid quarterly, typically in advance, based on the market value of the assets. Fees may be negotiable in limited circumstances. Clients may also pay fees to sub-advisors, overlay managers, or third-party service providers.
Location
2725 Colonial Ave, Erie, PA, 16506
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Gabriel is a fitness coach for Sinai Sports LLC since October 2024 and a board member for Erie Playhouse since January 2024. He dedicates minimal time to both activities.
Employment History
Current Registrations
Hbks Wealth Advisors
State Registrations1 state
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