Thaddeus Gilliam
Verisail Partners · Chamblee, Georgia
Thaddeus Gilliam is a fee-only financial advisor at Verisail Partners in Chamblee, Georgia, who holds the CFP and CFA credentials. Thaddeus charges a percentage of assets and an ongoing planning fee (ongoing planning from $7,500 a year and 1.5% a year on the first tier of assets managed) and focuses on small business owners.
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Specialties
Who they serve
- High earners
Facts
| Firm | Verisail Partners |
|---|---|
| Based in | Chamblee, Georgia |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $7,500 a year · 1.5% a year on the first tier of assets managed · Typically works with clients with $750,000 or more |
| Accepting new clients | Yes |
| Assets under management | $283.6M across 1,017 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in GA, TX · CRD 5502291 |
| Exams passed | Series 66 (2008) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.verisail.com |
| Profile |
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Questions about Thaddeus
Is Thaddeus Gilliam a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thaddeus holds no broker registration, and Verisail Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thaddeus charge for financial advice?
Thaddeus charges a percentage of assets and an ongoing planning fee.
How much does Thaddeus charge?
According to Verisail Partners's website, checked October 30, 2026: ongoing planning from $7,500 a year; 1.5% a year on the first tier of assets managed; typically works with clients with $750,000 or more.
Where is Thaddeus Gilliam based?
Thaddeus Gilliam is based in Chamblee, Georgia.
What does Thaddeus specialize in?
Thaddeus's specialties include small business owners. Thaddeus works with high earners.
What credentials does Thaddeus Gilliam hold?
Thaddeus Gilliam holds the CFP and CFA credentials.
Is Thaddeus Gilliam registered with the SEC?
Yes. Thaddeus Gilliam is registered as an investment adviser representative in GA and TX (CRD 5502291), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Verisail Partners manage?
Verisail Partners reports $283.6M across 1,017 accounts in assets under management.
How do I contact Thaddeus Gilliam?
Through Thaddeus's website, www.verisail.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
- Verisail Partners 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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