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Thomas Gillespie

Gillespie Associates LLC.
28 Years of Experience
Carefree, AZ
1 Disclosure
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Thomas Gillespie is a registered investment advisor at Gillespie Associates LLC., based in Carefree, AZ, with 28 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1 clients with $3.1M in assets under management.

Gillespie Associates LLC.
Compensation
N/A
Firm Size
1 advisor
Number of Clients
1 client
Average Client Portfolio
$3.1M average
Assets Under Management
$3.1M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $5.0M1.00%
$5.0M - $10.0M0.50%
$10M+0.50%

Fees are negotiable for accounts over $10,000,000. Alternatively, qualifying clients with $1,100,000+ under management or $2,200,000+ net worth may choose a performance fee of 10% of net pre-tax profits above a 2% annual gain.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Carefree, AZ

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History

Regulatory History (1)
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Regulatory
April 2026
Final
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Employment History
Current Registrations
Gillespie Associates LLC.
March 1998 - Present · 28 yrs 7 mos
State Registrations1 state
WA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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