Advisor at Gen2 Advisors, LLC
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Firm
Gen2 Advisors, LLC
Location
Maitland, FL
Credentials
CFP®, Series 66
Industry experience
18 years
Margaret Bilby is a CFP® and holds a Series 66 license with 18 years of industry experience. She is currently the sole advisor at Gen2 Advisors, LLC and has previous experience at Cyndeo Wealth Partners, LLC and David Vaughan Investments, LLC. She serves as Development Chair for Winter Park Day Nursery, a nonprofit organization in Winter Park, FL. Gen2 Advisors, LLC provides portfolio management and financial planning services primarily to institutional clients such as pension and profit-sharing plans, charitable organizations, and corporations, while also serving high-net-worth individuals. The firm employs a blend of analytical approaches to construct and monitor portfolios and delivers written Investment Policy Statements as the foundation for its advisory relationships.
Based on Gen2 Advisors, LLC
Between $10,000 and $25,000 (fixed fee for financial planning and consulting)
$0 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.65%
Maitland, FL
Florida
Gen2 Advisors, LLC
2025 - Present (1 year)
Cyndeo Wealth Partners, LLC
2024 - Present (2 years)
David Vaughan Investments, Llc.
2015 - 2024 (9 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
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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