# Margaret Bilby

> Margaret Bilby is a fee-only financial advisor at Gen² Advisors in Maitland, Florida, who holds the CFP credential. Margaret focuses on family wealth transfer. Gen² Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/margaret-bilby/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Gen² Advisors
- **Based in:** Maitland, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Fees (firm's website):** typically works with clients with $10,000,000 or more
- **Assets under management (firm):** $67.5M across 86 accounts
- **Credentials:** CFP
- **Specialties:** Family wealth transfer
- **Works with:** Ultra high net worth, Multi-generational families
- **CRD:** 5011099 (https://adviserinfo.sec.gov/individual/summary/5011099)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 66 (2007)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://gen2-advisors.com

## Frequently asked questions

### Is Margaret Bilby a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Margaret holds no broker registration, and Gen² Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Margaret charge for financial advice?

Margaret's firm, Gen² Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### How much does Margaret charge?

According to Gen² Advisors's website, checked October 30, 2026: typically works with clients with $10,000,000 or more.

### Where is Margaret Bilby based?

Margaret Bilby is based in Maitland, Florida.

### What does Margaret specialize in?

Margaret's specialties include family wealth transfer. Margaret works with ultra high net worth and multi-generational families.

### What credentials does Margaret Bilby hold?

Margaret Bilby holds the CFP credential.

### Is Margaret Bilby registered with the SEC?

Yes. Margaret Bilby is registered as an investment adviser representative in FL (CRD 5011099), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Gen² Advisors manage?

Gen² Advisors reports $67.5M across 86 accounts in assets under management.

### How do I contact Margaret Bilby?

Through Margaret's website, gen2-advisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5011099): 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
- The firm's website (https://gen2-advisors.com/): specialties, clients served, and fees, checked October 30, 2026

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