Advisor at Gannett Wealth Advisors
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Firm
Gannett Wealth Advisors
Location
Middleton, ID
Credentials
CFP®, Series 66
Industry experience
10 years
Jessy Gilger is a CFP® with 10 years of experience in the financial advisory industry. She is currently with Gannett Wealth Advisors and has previously worked at firms including Sound Advisory LLC, Eagle Island Financial LLC, and Statheros Financial Solutions, Inc. Gannett Wealth Advisors provides fee-only wealth management, retirement plan consulting, and overlay management to individuals, charitable organizations, and corporate plan sponsors. The firm’s investment approach is based on modern portfolio theory with an emphasis on asset allocation, mutual fund and ETF analysis, and long-term holdings, and it offers integrated financial planning and tax return preparation services.
Based on Gannett Wealth Advisors
Based on Gannett Wealth Advisors
Initial fee up to $10,000 for comprehensive financial plan; may be reduced or waived at advisor's discretion.
Minimum fee: Recurring fixed fee ranging from $10,000 to $120,000 annually, negotiable and based on client needs and complexity. Fee-only: Fee-only firm; compensation solely from client fees, no commissions.
Middleton, ID
California · Colorado · Connecticut · Florida · Idaho · Indiana · Kansas · Ohio · South Carolina · Tennessee · Texas · Virginia · Washington · Wisconsin
Sound Advisory LLC
2023 - Present (3 years)
Eagle Island Financial LLC
2022 - 2024 (2 years)
Unchained Capital
2022 - 2023 (1 year)
Alliance Advisory & Securities, Inc.
2022 - 2022 (1 year)
Statheros Financial Solutions, Inc.
2019 - 2021 (2 years)
Lucas Group Financial Planners
2016 - 2019 (3 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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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.
Series 66
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