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Francis Gillis

Wellth Advisory Services, LLC
27 Years of Experience
Fort Collins, CO
2 DisclosuresSells Insurance
View SEC Summary
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Francis Gillis is a registered investment advisor at Wellth Advisory Services, LLC, based in Fort Collins, CO, with 27 years of industry experience. Francis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 3,887 clients with $27B in assets under management.

Wellth Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
74 advisors
Number of Clients
3,887 clients
Average Client Portfolio
$6.9M average
Assets Under Management
$26.7B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.50%
$2M+1.00%

Fees are negotiable on a client-by-client basis. Rates reflect maximum annual fees; specific program fees (such as LPL advisory programs) and third-party manager fees may apply separately.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

155 E Boardwalk, ste 470, Fort Collins, CO, 80525

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2011
Settled
Customer Dispute
June 1999
Pending
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Francis is an independent agent selling various insurance and annuity products, dedicating a few hours per week to this activity. He also works in a non-fiduciary role with Pretekt LLC, a healthcare consulting firm, and provides third-party retirement plan consulting to other advisors.

Employment History
Current Registrations
Wellth Advisory Services, LLC
February 2025 - Present · 1 yr 8 mos
Previous Registrations
Dynamic Wealth Advisors
March 2012 - February 2025 · 12 yrs 11 mos
Geneos Wealth Management, INC.
April 2006 - December 2010 · 4 yrs 8 mos
Gillis Financial Solutions, LLC.
July 1999 - December 2012 · 13 yrs 5 mos
State Registrations3 states
COMITX
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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