# Kevin Gilmore

> Kevin Gilmore is a fee-only financial advisor at Gilmore Financial Services in San Mateo, California. Gilmore Financial Services reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kevin-gilmore/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Gilmore Financial Services
- **Based in:** San Mateo, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $36.2M across 45 accounts
- **CRD:** 4040380 (https://adviserinfo.sec.gov/individual/summary/4040380)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 66 (1999)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Gilmore Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Kevin charge for financial advice?

Kevin's firm, Gilmore Financial Services, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Kevin Gilmore based?

Kevin Gilmore is based in San Mateo, California.

### Is Kevin Gilmore registered with the SEC?

Yes. Kevin Gilmore is registered as an investment adviser representative in CA (CRD 4040380), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Gilmore Financial Services manage?

Gilmore Financial Services reports $36.2M across 45 accounts in assets under management.

### How do I contact Kevin Gilmore?

Contact details aren't on file yet. Search for Gilmore Financial Services.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4040380): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

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