Margaret Bilby
Gen² Advisors · Maitland, Florida
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.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
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 | $67.5M across 86 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 5011099 |
| Exams passed | Series 66 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | gen2-advisors.com |
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Questions about Margaret
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.
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
- Gen² Advisors 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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