Gilmore Financial Planning

Fixed/Hourly

Gilmore Financial Planning is a registered investment advisor operating as a financial planning firm in Herndon, Virginia. Founded in 2025 and led by Elizabeth Gilmore, the firm specializes in comprehensive financial planning delivered through either ongoing relationships or one-time project engagements. Gilmore Financial Planning does not manage investment portfolios directly or offer discretionary trading services, but instead provides holistic financial guidance covering retirement, taxes, estate planning, cash flow management, business planning, employee benefits, and insurance. The firm operates on a fee-only compensation structure, meaning it is compensated solely through direct fees paid by clients and does not accept commissions, sales charges, or third-party compensation. Clients receive personalized financial reports and recommendations tailored to their specific goals and risk tolerance.

Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Gilmore Financial Planning offers ongoing comprehensive financial planning services with monthly fees ranging from $300 to $800. The exact fee depends on the client's specific needs, financial complexity, and the resources required. This service includes working one-on-one with a planner over an extended period to develop, implement, and continually monitor a customized financial plan as your life circumstances evolve.

  • Project-based financial planning (fixed fee) — $3,000 to $9,600 depending on the complexity, specific topics covered, and research required
  • Project-based financial planning (hourly rate) — $300 per hour for targeted, one-time financial advice
Annual Retainer:$3,600 - $9,600/year
One-Time Plan:$3,000 - $9,600
Hourly Rate:$300/hr
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Location

1 Advisors at this firm

Gilmore Financial Planning - Fees, AUM & Advisors | TrueAdvisor