Kathleen Gibilisco
AdviceOne · Glastonbury, Connecticut
Kathleen Gibilisco is a fee-only financial advisor at AdviceOne in Glastonbury, Connecticut. Kathleen focuses on retirement planning. AdviceOne reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
Facts
| Firm | AdviceOne |
|---|---|
| Based in | Glastonbury, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $2.05B across 4,781 accounts |
| SEC registration | Investment adviser representative in CT · CRD 2831324 |
| Exams passed | Series 63 (2007) · Series 65 (2007) |
| Firm size | 56 employees |
| Disclosures | None reported |
| Website | www.adviceoneretirement.com |
How Kathleen's firm compares
- AdviceOne's average account is about $428,000, from its Form ADV (assets managed divided by 4,781 accounts).
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Questions about Kathleen
Is Kathleen Gibilisco a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kathleen holds no broker registration, and AdviceOne reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kathleen charge for financial advice?
Kathleen's firm, AdviceOne, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kathleen Gibilisco based?
Kathleen Gibilisco is based in Glastonbury, Connecticut.
What does Kathleen specialize in?
Kathleen's specialties include retirement planning. Kathleen works with executives.
Is Kathleen Gibilisco registered with the SEC?
Yes. Kathleen Gibilisco is registered as an investment adviser representative in CT (CRD 2831324), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does AdviceOne manage?
AdviceOne reports $2.05B across 4,781 accounts in assets under management.
How do I contact Kathleen Gibilisco?
Through Kathleen's website, www.adviceoneretirement.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
- AdviceOne 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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