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CFP
NG
CFP

Nora Gil

Bok Financial Private Wealth, INC.
11 Years of Experience
Plano, TX
Broker
View SEC Summary
View SEC Summary

Nora Gil is a CFP-designated registered investment advisor at Bok Financial Private Wealth, INC., based in Plano, TX, with 11 years of industry experience. Nora is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 818 clients with $3.7B in assets under management.

Bok Financial Private Wealth, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27 advisors
Number of Clients
818 clients
Average Client Portfolio
$4.5M average
Assets Under Management
$3.7B

Fee Structure

Minimum Investment:$2.5M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1M+1.00%

Fees are not to exceed 1.00% per year with breakpoints applying to relationships exceeding $1 million. Fees may be negotiable at the firm's discretion.

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

Location

5601 Granite Parkway, Stes. 400 & 1300, Plano, TX, 75024

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Bok Financial Private Wealth, INC.
July 2025 - Present · 1 yr 3 mos
Bok Financial Securities, INC.Broker
June 2025 - Present · 1 yr 4 mos
Bok Financial Advisors
June 2025 - Present · 1 yr 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2018 - June 2025 · 7 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2018 - June 2025 · 7 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2016 - April 2018 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2016 - April 2018 · 1 yr 11 mos
Monex Securities, INC.Broker
June 2015 - April 2016 · 10 mos
Monex Asset Management, INC.
April 2015 - December 2015 · 8 mos
State Registrations1 state
TX
AdvisorBrokerBoth

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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