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Thomas Kilgallen

Advisor at Fair Weather Strategies LLC

Updated today
Fair Weather Strategies LLC logo

Firm

Fair Weather Strategies LLC

Location

Andover, MA

Credentials

CFP®, Series 63, Series 65

Industry experience

13 years

About

Thomas Kilgallen is a CFP® professional with 13 years of industry experience. He is the principal of Fair Weather Strategies LLC, an independent advisory firm he has led since 2012. In addition to his advisory work, Kilgallen provides IT data consulting focused on analysis of large data sets and metric reporting. Fair Weather Strategies offers asset management, modular financial planning, and divorce financial counseling services to individuals, high-net-worth clients, business owners, trusts, and other entities. The firm emphasizes ETF and individual equity investments using fundamental and technical analysis, with a primarily long-only buy-and-hold strategy complemented by tactical adjustments.

Client services

Based on Fair Weather Strategies LLC

Financial planning Portfolio management

Expertise

Based on Fair Weather Strategies LLC

Divorce financial planning Social Security optimization Life insurance needs analysis Disability insurance Long-term care insurance

Occupation focus

Based on Fair Weather Strategies LLC

Founder/Business Owner

Fee options

Percentage

$0 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.80% annually $5,000,001+: 0.60% annually

Project-based

$300 per hour for standalone financial planning and divorce financial counselling services; $100 per hour for travel time in divorce financial counselling

Other

Account minimum: $250,000

Location

Andover, MA

Most active in

Massachusetts · New Hampshire

Work history

Fair Weather Strategies LLC

2012 - Present (14 years)

Self-Employed

2012 - Present (14 years)

Disclosures

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

Business activities & affiliations

Warmer team member

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