Advisor at William Madison Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
William Madison Advisors, Inc.
Location
Abilene, TX 79606
Credentials
Series 65
Industry experience
5 years
Gregory Oglesby is a financial advisor at William Madison Advisors, Inc. in Abilene, TX, holding a Series 65 designation with five years of industry experience. Prior to joining William Madison Advisors in 2019, he worked at Abilene Christian University from 2014 to 2019. William Madison Advisors provides fee-only investment management, financial planning, and consultation services to individuals, trusts, retirement plans, foundations, and other institutions. The firm emphasizes a long-term asset allocation strategy guided by written Investment Policy Statements and integrates personal financial planning with discretionary portfolio management and regular performance reporting.
Based on William Madison Advisors, Inc.
0.95% annually, payable quarterly in advance
Hourly rates vary depending on complexity and circumstances, agreed upon prior to service
Fee-only: Firm is fee-only; does not receive commissions or third-party compensation
6452 Central Park Blvd
Abilene, TX 79606
Texas
William Madison Advisors, Inc.
2019 - Present (7 years)
Abilene Christian University
2014 - 2019 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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William Madison Advisors, Inc.
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