Linda Gillespie
Linda Gillespie is a registered investment advisor at Real World Financial Planning, LLC, based in Chestnut Hill, MA, with 6 years of industry experience. Linda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning. Their firm serves 224 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Real World Financial Planning does not provide investment management services, so there are no fees for managing your investments.
Location
Chestnut Hill, MA
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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.
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Linda works as a business development and marketing consultant for Investing Media Solutions, LLC since 2012, dedicating about half of her time to this role. This activity is not investment-related.
Employment History
Current Registrations
Real World Financial Planning, LLC
State Registrations1 state
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