William Gilmore
William Gilmore is a CFP-designated registered investment advisor at Fcig Wealth Management, LLC, based in Plainfield, CT, with 22 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 167 clients with $110M 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 $250K | 1.99% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.30% |
Fees are generally negotiable.
Fee Estimator
Location
94 Norwich Road, Plainfield, CT, 06374
Get directionsHistory
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 ActivitiesSells Insurance
William is an independent insurance agent for various companies through First Casualty Insurance Agency, Inc. and FCIG Northeast, Inc., spending about half of his time on the former. He also owns real estate rental properties and is a CPA/Enrolled Agent/Tax Preparer/Accounting Services.
Employment History
Current Registrations
Fcig Wealth Management, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
The Investment Center, INC.Broker
Ic Advisory Services, INC.
LPL Financial LLC
LPL Financial LLCBroker
Citigroup Global Markets INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 states
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.