ChooseAFinancialAdvisor.com
Advisors / California / Irvine
17yrs

Douglas Igel

Financial advisor at Gallagher Fiduciary Advisors

Douglas Igel has worked in the financial industry for 17 years and is a fiduciary financial advisor based in Irvine, California. After two years at Global Retirement Partners and a year at The Baldwin Group Wealth Advisors, Douglas joined Gallagher Fiduciary Advisors in 2025, a firm offering financial planning, investment management, and private fund management. The firm 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.

Irvine, CA 92614Fiduciary advisor

At a glance

Experience17 years (since 2010)
How that compares ?More experience than 55% of advisors in Irvine
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 ?1 state

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.

Series 65Uniform Investment Adviser Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. Oct 2025 – now
  2. Nov 2023 – Oct 2025
  3. Dec 2022 – Aug 2023
  4. 2019 – 2022
    MerrillPreviously
  5. 2016 – 2019
  6. 2010 – 2016
    Precept Advisory Group LLCPreviously

Questions to ask Douglas

Tailored to Douglas’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Douglas

How do I contact Douglas?

Call Gallagher Fiduciary Advisors at (630) 773-3800 and ask for Douglas Igel. Douglas works from the Irvine, CA office.

How long has Douglas been a financial advisor?

Douglas has been in the industry since 2010, about 17 years. More experience than 55% of advisors in Irvine.

What licenses does Douglas hold?

Series 65, Series 66. Tap any license on this page to see what it allows.

Is Douglas a fiduciary?

Douglas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Douglas paid?

Gallagher Fiduciary Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Douglas 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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