Kevin Gilmore is a registered investment advisor at Gilmore Financial Services, LLC, based in San Mateo, CA, with 26 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 40 clients with $25M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $1.0M | 0.70% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees may be higher or lower depending on the nature of any pre-existing relationship, the complexity of the accounts, or terms and conditions of any outstanding or pre-existing verbal or written agreement to which GFS is a party.
Fee Estimator
Location
411 Borel Ave, Suite 501, San Mateo, CA, 94402
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kevin is the owner of Gilmore & Assoc. CPA's, dedicating nearly full-time hours to this non-investment related activity. He also dedicates minimal time to Gilmore Financial Services LLC (RIA) and serves on the Board of Directors for Mission Hospice & Home Care, spending a few hours per week on this charitable organization.
Employment History
Current Registrations
Gilmore Financial Services, LLC
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INC.Broker
Valmark Securities, INC.Broker
Terra Financial Planning Group LTD
Terra Securities CorporationBroker
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.