Jonathan Gillett
Wilco Financial · College Grove, Tennessee
Jonathan Gillett is a fee-only financial advisor at Wilco Financial in College Grove, Tennessee. Jonathan charges a percentage of assets (0.85% a year on the first tier of assets managed) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Wilco Financial |
|---|---|
| Based in | College Grove, Tennessee |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.85% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $11.0M across 48 accounts |
| SEC registration | Investment adviser representative in TN · CRD 5049335 |
| Exams passed | Series 65 (2023) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.wilcofin.com |
| Profile |
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Questions about Jonathan
Is Jonathan Gillett a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Wilco Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jonathan charge for financial advice?
Jonathan charges a percentage of assets.
How much does Jonathan charge?
According to Wilco Financial's website, checked October 30, 2026: 0.85% a year on the first tier of assets managed.
Where is Jonathan Gillett based?
Jonathan Gillett is based in College Grove, Tennessee.
What does Jonathan specialize in?
Jonathan's specialties include retirement planning, estate & legacy planning, tax planning, family wealth transfer and small business owners. Jonathan works with multi-generational families.
Is Jonathan Gillett registered with the SEC?
Yes. Jonathan Gillett is registered as an investment adviser representative in TN (CRD 5049335), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wilco Financial manage?
Wilco Financial reports $11.0M across 48 accounts in assets under management.
How do I contact Jonathan Gillett?
Through Jonathan's website, www.wilcofin.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Wilco Financial website : specialties, clients served, and fees, checked October 30, 2026
- 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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