Linda Gillespie
Real World Financial Planning · Chestnut Hill, Massachusetts
Linda Gillespie is a fee-only financial advisor at Real World Financial Planning in Chestnut Hill, Massachusetts. Linda charges hourly fees, a one-time planning fee and a flat fee or retainer (one-time plans from $2,500 and $375 an hour) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Pre-retirees
- Mid-life transitions
Facts
| Firm | Real World Financial Planning |
|---|---|
| Based in | Chestnut Hill, Massachusetts |
| Fee model | Hourly · One-time planning fee · Flat fee or retainer |
| Fees (firm's website) | One-time plans from $2,500 · $375 an hour |
| Accepting new clients | Yes |
| SEC registration | Investment adviser representative in MA · CRD 7050239 |
| Exams passed | Series 65 (2018) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.realworldfp.com |
| Profile |
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Questions about Linda
Is Linda Gillespie a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Linda holds no broker registration, and Real World Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Linda charge for financial advice?
Linda charges hourly fees, a one-time planning fee and a flat fee or retainer.
How much does Linda charge?
According to Real World Financial Planning's website, checked October 30, 2026: one-time plans from $2,500; $375 an hour.
Where is Linda Gillespie based?
Linda Gillespie is based in Chestnut Hill, Massachusetts.
What does Linda specialize in?
Linda's specialties include retirement planning, tax planning, estate & legacy planning and small business owners. Linda works with pre-retirees and mid-life transitions.
Is Linda Gillespie registered with the SEC?
Yes. Linda Gillespie is registered as an investment adviser representative in MA (CRD 7050239), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Linda Gillespie?
Through Linda's website, www.realworldfp.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
- Real World Financial Planning 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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