John Gillespie
John Gillespie is a CFP-designated registered investment advisor at Wealth Management Services of Austin, LLC, based in Austin, TX, with 24 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 19 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth Management Services of Austin manages your investments for an annual fee that is negotiable and ranges from 0.5% to 2%, depending on the size and complexity of your account. The fee is paid quarterly, at the beginning of each quarter. You can terminate the agreement at any time, and any prepaid fees will be refunded on a pro-rated basis.
Location
Austin, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is the president of Equi Capital Group, an investment-related financial services firm, and the owner of Gillespie Financial Services, a non-investment related financial services firm. Each activity takes about 10-20% of his time.
Employment History
Current Registrations
Wealth Management Services of Austin, LLC
Previous Registrations
H.D. Vest Advisory Services, INC
State Registrations1 state
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.