# Elizabeth Gilmore

> Elizabeth Gilmore is a fee-only financial advisor at Gilmore Financial Planning in Herndon, Virginia, who holds the CFP and EA credentials. Elizabeth charges a subscription and a one-time planning fee (subscription from $300 a month and one-time plans from $3,600) and focuses on tax planning and retirement planning.

Page: https://find.wellspent.co/advisors/elizabeth-gilmore/
Built from public directory listings; last checked November 2, 2026.

## Facts

- **Firm:** Gilmore Financial Planning
- **Based in:** Herndon, Virginia
- **Fee model:** Subscription; One-time planning fee
- **Fees (Advice-Only Network profile):** subscription from $300 a month; one-time plans from $3,600
- **Works virtually:** Yes (Advice-Only Network profile)
- **Accepting new clients:** Yes (Advice-Only Network profile)
- **Credentials:** CFP, EA
- **Specialties:** Tax planning, Retirement planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 8230675 (https://adviserinfo.sec.gov/individual/summary/8230675)
- **SEC registration:** Investment adviser representative in VA
- **Exams passed:** Series 65 (2025)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.gilmorefinance.com

## About

Elizabeth Gilmore, CFP, EA, founded Gilmore Financial Planning to work with DIY investors building toward financial freedom, from early planning through the move into retirement. She helps clients picture what is possible, map out the steps and then live it. As a fiduciary, she is paid only the flat, transparent fee they agree on, and clients keep full control of their accounts.

Elizabeth came to planning after corporate downsizing ended her career in healthcare data science. A friend pointed out that she had long been his sounding board on money, from a refinance to a market downturn. She pursued the CFP education to offer the advice she had always wished existed, outside the big institutions, and found a home in the Advice-Only Network.

She races in US Rowing masters regattas and goes on adventures with her husband, four boys and two dogs. Their family budget has categories for rowing and camping gear.

## Frequently asked questions

### Is Elizabeth Gilmore a fee-only financial advisor?

Yes. Elizabeth Gilmore is listed in the Advice-Only Network (advice-only practices, no product sales). SEC records as of November 2, 2026 show no broker registration and no commission compensation reported by Elizabeth's firm.

### How does Elizabeth charge for financial advice?

Elizabeth charges a subscription and a one-time planning fee.

### Does Elizabeth work with clients virtually?

Yes. Elizabeth's Advice-Only Network profile says they meet with clients virtually.

### Where is Elizabeth Gilmore based?

Elizabeth Gilmore is based in Herndon, Virginia.

### What does Elizabeth specialize in?

Elizabeth's specialties include tax planning and retirement planning. Elizabeth works with retirees and pre-retirees.

### What credentials does Elizabeth Gilmore hold?

Elizabeth Gilmore holds the CFP and EA credentials.

### Is Elizabeth Gilmore registered with the SEC?

Yes. Elizabeth Gilmore is registered as an investment adviser representative in VA (CRD 8230675), per SEC Investment Adviser Public Disclosure data as of November 2, 2026.

### How do I contact Elizabeth Gilmore?

Through Elizabeth's website, www.gilmorefinance.com.

## Sources

- Advice-Only Network listing (https://adviceonlynetwork.com/advisors/elizabethgilmore): advice-only practices, no product sales
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of November 2, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.