John Gillespie
Wealth Management Services of Austin · Austin, Texas
John Gillespie is a fee-only financial advisor at Wealth Management Services of Austin in Austin, Texas, who holds the CFP credential. Wealth Management Services of Austin reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Wealth Management Services of Austin |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $11.5M across 31 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 3160855 |
| Exams passed | Series 63 (1999) · Series 65 (2001) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.wealthaustin.com |
| Profile |
How John's firm compares
- Wealth Management Services of Austin's average account is about $372,000, from its Form ADV (assets managed divided by 31 accounts).
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Questions about John
Is John Gillespie a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Wealth Management Services of Austin reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Wealth Management Services of Austin, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is John Gillespie based?
John Gillespie is based in Austin, Texas.
What credentials does John Gillespie hold?
John Gillespie holds the CFP credential.
Is John Gillespie registered with the SEC?
Yes. John Gillespie is registered as an investment adviser representative in TX (CRD 3160855), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wealth Management Services of Austin manage?
Wealth Management Services of Austin reports $11.5M across 31 accounts in assets under management.
How do I contact John Gillespie?
Through John's website, www.wealthaustin.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
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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