Wells Fargo Advisors
47yrs
Top advisor by experience in Irvine
33yrs
Kirk Wolf
Financial advisor at Gallagher Fiduciary Advisors
Kirk Wolf is a fiduciary financial advisor in Irvine, California, with 33 years in the industry. Kirk joined Gallagher Fiduciary Advisors in 2023, after a year at Lion Street Advisors and six years at Missionsquare Retirement. Gallagher Fiduciary Advisors offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1708 advisors with offices in Irvine, and one of 1570 fiduciaries.
At a glance
Experience33 years (since 1993)
How that compares ?Top 8% by experience at Gallagher Fiduciary Advisors
Office2050 Main Street, Suite. 1250, Irvine, CA 92614
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$248,122
Advisors at the firm127
States licensed ?2 states
Services through Gallagher Fiduciary Advisors
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowGallagher Fiduciary Advisors, LLCCurrent firm
- May 2022 – Feb 2023Lion Street Advisors, LLCPreviously
- 2002 – 2008Missionsquare RetirementPreviously
Contact Kirk
2050 Main Street, Suite. 1250Irvine, CA 92614Office · Get directions Firm main line(630) 773-3800Headquarters: Gallagher Fiduciary Advisors · Rolling Meadows, IL
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Questions to ask Kirk
Tailored to Kirk’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Kirk
How do I contact Kirk?
Call Gallagher Fiduciary Advisors at (630) 773-3800 and ask for Kirk Wolf. Kirk works from the Irvine, CA office.
How long has Kirk been a financial advisor?
Kirk has been in the industry since 1993, about 33 years. Top 8% by experience at Gallagher Fiduciary Advisors.
What licenses does Kirk hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Kirk a fiduciary?
Kirk is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kirk paid?
Gallagher Fiduciary Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Kirk for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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