Kevin Gilmore
Gilmore Financial Services · San Mateo, California
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.
Request an introduction to Kevin →
Facts
| Firm | Gilmore Financial Services |
|---|---|
| Based in | San Mateo, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $36.2M across 45 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4040380 |
| Exams passed | Series 66 (1999) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Kevin's firm compares
- Gilmore Financial Services's average account is about $805,000, from its Form ADV (assets managed divided by 45 accounts).
Request an introduction to Kevin
Tell Kevin a little about what you're looking for. Kevin isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Kevin
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.
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
- 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.
See something wrong? Request a correction. Read our methodology.