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Seth Gillim

Advisor at One Day In July LLC

Updated today
One Day In July LLC logo

Firm

One Day In July LLC

Location

Morrisville, VT 05661

Credentials

Series 65

Industry experience

1 year

Client services

Financial planning Portfolio management Pension consulting Newsletters or periodicals Educational seminars or workshops Portfolio management for non-profits

Fee options

Percentage

$0 - $600,000: 0.75% $600,001 - $2,500,000: 0.50% $2,500,001 - $23,600,000: 0.25% $23,600,001 - $117,800,000: 0.125% $117,800,001+: Negotiable

Other

Account minimum: $60,000 (combined Account minimum, may be waived at ODIJ's discretion) Minimum fee: $1,200 minimum annual Advisory Fee for Custodian-Linked Accounts (non-529), billed monthly in equal installments Fee-only: Annual Advisory Fee for Held-Away and 529 Accounts at a flat 0.50% of assets

Work history

One Day In July LLC

2024 - Present (2 years)

One Day In July LLC

2024 - 2024 (1 year)

Propgate, PBC

2022 - 2024 (2 years)

High Fidelity, Inc

2018 - 2022 (4 years)

The University of Vermont

2017 - 2018 (1 year)

The Intervale Center

2010 - 2017 (7 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Sara L

Series 66

Morrisville, VT

Edward Jones

Retirement income strategy General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management

Alexander A

Series 66

Stowe, VT

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner

G T

Series 63, Series 65

Stowe, VT

Merrill

G Thornton is a Wealth Management Advisor with Merrill Lynch Wealth Management. With a career in financial services beginning in 1991, G brings over three decades of experience, having joined Merrill in 1994 and serving many long-standing clients. His practice centers on creating customized financial plans tailored to clients' evolving personal and financial goals, emphasizing a personalized, concierge-level service approach. G and his team provide comprehensive support on a wide range of matters, including banking, complex estate plan execution, and access to Fiduciary Advisory Services for several retirement plans. His expertise includes college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, retirement income, and tax minimization. He holds a Bachelor's degree from Babson College and maintains professional credentials such as the Chartered Retirement Planning Counselor™ designation and the Certified Plan Fiduciary Advisory (CPFA™) credential. Residing in Marblehead, MA, G enjoys skiing and competitive sailing through the Eastern Yacht Club.

Wealth management Retirement income strategy General retirement planning General estate planning guidance Charitable giving & philanthropy

William B

Series 63, Series 66

Stowe, VT

Merrill

William Barton is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings 26 years of experience in the financial services industry, providing clients with personalized wealth management strategies and financial planning. William focuses on assisting clients with complex decisions, including retirement and education planning, business transactions, family legacy structuring, and tax minimization. He holds a Bachelor's Degree from Susquehanna University and has earned several professional designations, including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). William is also a member of the CFA Institute of Boston and the Financial Planners Association. Outside of his professional role, William enjoys spending time with his family and engaging in activities such as skiing, golfing, mountain biking, and hiking.

Wealth management Retirement income strategy General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Dual Income Family Parents Women Professionals

John Y

Series 63, Series 66

Morrisville, VT

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance

Caren M

Series 66

Stowe, VT

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner
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