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Gallagher Flynn Financial Advisors LLC (South Burlington)


Gallagher Flynn Financial Advisors LLC is an adviser based in South Burlington. It manages $48.29 million of regulatory assets for 108 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Vermont.




Gallagher Flynn Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Gallagher Flynn Financial Advisors: assets under management

The assets under management (AUM) of Gallagher Flynn Financial Advisors LLC is $48.29 million. The firm's AUM has grown by 48% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $47.49 million in discretionary accounts and $802.55 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $484.61 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $80.25 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gallagher Flynn Financial Advisors LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Michael Steven Keller Director 1 Mar 1998 25% - 50% 4490133
Gregory Guy Bourgea Director 1 Mar 1998 25% - 50% 4490134

Based in South Burlington

The principal office where Gallagher Flynn Financial Advisors LLC performs its advisory services is located at 55 Community Drive, South Burlington, VT 05403 6830, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 802-863-1331 or by fax 802-651-7305. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.


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