G
Gillespie Wealth Management Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$48,000,000
Total clients
8
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
8
Average account size
$6,000,000
About
The firm provides comprehensive financial planning and individualized portfolio management, and it offers family office services that include estate and transfer planning, integrated tax coordination, philanthropic planning, concierge support, and real estate management. It also recommends and monitors third‑party advisers and can serve in co‑adviser or solicitor arrangements to implement client strategies.
Its investment approach centers on individualized asset allocation emphasizing principles of value, safety, and quality, with a particular focus on risk control to limit losses and support long‑term appreciation. The firm uses market research, prospectuses and computer models in its analysis, conducts periodic account reviews, and implements portfolios using mutual funds, ETFs, bonds, equities and treasury instruments.
What is distinctive about the firm is the combination of family office and concierge offerings (including aircraft/yacht consulting and real estate management) alongside traditional advisory services, and its explicit role in recommending insurance products and third‑party managers. The brochure discloses that the adviser is a licensed insurance agent and registered representative who may receive commissions and a portion of third‑party manager fees, creating potential conflicts that the firm says it addresses through disclosure and fiduciary duties.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Family Business
General estate planning guidance
Charitable giving & philanthropy
General tax planning
Cash flow / budgeting
Fee options
Fixed fees between $1,000 and $15,000 for financial planning; $4,000 to $15,000 for Family Office Services
$0 - $1,000,000: 1.20% $1,000,001 - $3,000,000: 1.00% $3,000,001+: 0.75%
$250 per hour
Account minimum: $50,000
Main office location
Gillespie Wealth Management Inc
Naples FL, United States
Number of offices
1
Most active in
Gillespie Wealth Management Inc has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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