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Advisor

Gregory Oglesby

William Madison Advisors · Abilene, Texas

Gregory Oglesby is a fee-only financial advisor at William Madison Advisors in Abilene, Texas. William Madison Advisors reports charging a percentage of assets and hourly fees on its Form ADV.

Percentage of assetsHourly Fee-only

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Facts

FirmWilliam Madison Advisors
Based in Abilene, Texas
Fee model (firm's Form ADV)Percentage of assets · Hourly
Assets under management$497.7M across 1,658 accounts
SEC registration Investment adviser representative in TX · CRD 7207071
Exams passedSeries 65 (2020)
Firm size8 employees
Disclosures None reported
Websitewww.williammadison.com
LinkedInProfile

How Gregory's firm compares

  • William Madison Advisors's average account is about $300,000, from its Form ADV (assets managed divided by 1,658 accounts).

What fee-only advisors charge in Texas

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Questions about Gregory

Is Gregory Oglesby a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Gregory holds no broker registration, and William Madison Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Gregory charge for financial advice?

Gregory's firm, William Madison Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

Where is Gregory Oglesby based?

Gregory Oglesby is based in Abilene, Texas.

Is Gregory Oglesby registered with the SEC?

Yes. Gregory Oglesby is registered as an investment adviser representative in TX (CRD 7207071), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does William Madison Advisors manage?

William Madison Advisors reports $497.7M across 1,658 accounts in assets under management.

How do I contact Gregory Oglesby?

Through Gregory's website, www.williammadison.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Other fee-only advisors in Abilene

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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