Gilmore Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Average account size
—
About
Gilmore Financial Planning is a fee-only registered investment adviser that provides financial planning services to individuals and high-net-worth clients. The firm delivers both project-based and ongoing planning engagements and provides written financial plans and investment recommendations, while not offering investment management, custody, or performance-based advisory services.
The firm’s planning approach is grounded in Modern Portfolio Theory and emphasizes asset allocation, tax and risk considerations, and a blend of passive funds with selective active fund recommendations (for example, in employer-sponsored retirement plans). Services are tailored to client needs and may cover business planning, cash flow and debt management, retirement and estate planning, college savings, employee benefits optimization, insurance reviews, and tax planning, with clients able to impose reasonable investment restrictions.
Noteworthy aspects include the firm’s use of fixed-fee and hourly billing alongside recurring fixed fees for ongoing planning rather than asset-based charges, an arrangement that is relatively uncommon for firms in this registration category. The firm is newly established with no assets under management and does not act as a private fund adviser; its principal’s quantitative background and small-business experience inform a consulting-focused planning practice.
Client services
Expertise
Fee options
Project-based financial planning fixed fees ranging from $3,000 to $9,600; ongoing financial planning fixed monthly fees from $300 to $800
$300 per hour for project-based financial planning
Ongoing financial planning fixed monthly fees ranging from $300 to $800
Fee-only: Ongoing fixed fee of $300 to $800 per month; project-based fixed fees ranging from $3,000 to $9,600; hourly rate $300 per hour
Main office location
Gilmore Financial Planning
Herndon VA, United States
Number of offices
1
Most active in
Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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