Fifth Third Securities
40yrs
Top advisor by experience in Rolling Meadows
2yrs
Aaron Stone
Financial advisor at Gallagher Fiduciary Advisors
Based in Rolling Meadows, Illinois, Aaron Stone is a fiduciary financial advisor with 2 years of industry experience. Aaron has been with Gallagher Fiduciary Advisors since 2024. 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 69 advisors with offices in Rolling Meadows, and one of 66 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office2850 Golf Road, Rolling Meadows, IL 60008
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
Career
- 2024 – nowGallagher Fiduciary Advisors, LLCCurrent firm
Contact Aaron
(630) 773-3800Gallagher Fiduciary Advisors main office 2850 Golf RoadRolling Meadows, IL 60008Office · Get directions
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Questions to ask Aaron
Tailored to Aaron’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Aaron
How do I contact Aaron?
Call Gallagher Fiduciary Advisors at (630) 773-3800 and ask for Aaron Stone. Aaron works from the Rolling Meadows, IL office.
How long has Aaron been a financial advisor?
Aaron has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Aaron hold?
Series 65. Tap any license on this page to see what it allows.
Is Aaron a fiduciary?
Aaron is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Aaron paid?
Gallagher Fiduciary Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Aaron 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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