A complete list of active advisors currently associated with Gilmore Financial Planning
Warmer can help you find a great advisor at Gilmore Financial Planning or one who fits your needs even better.
Gilmore Financial Planning is a fee-only registered investment adviser that provides financial planning services to individuals and high-net-worth clients. The firm delivers both project-based and ongoing planning engagements and provides written financial plans and investment recommendations, while not offering investment management, custody, or performance-based advisory services. The firm’s planning approach is grounded in Modern Portfolio Theory and emphasizes asset allocation, tax and risk considerations, and a blend of passive funds with selective active fund recommendations (for example, in employer-sponsored retirement plans). Services are tailored to client needs and may cover business planning, cash flow and debt management, retirement and estate planning, college savings, employee benefits optimization, insurance reviews, and tax planning, with clients able to impose reasonable investment restrictions. Noteworthy aspects include the firm’s use of fixed-fee and hourly billing alongside recurring fixed fees for ongoing planning rather than asset-based charges, an arrangement that is relatively uncommon for firms in this registration category. The firm is newly established with no assets under management and does not act as a private fund adviser; its principal’s quantitative background and small-business experience inform a consulting-focused planning practice.
To learn more about the advisors currently working at Gilmore Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Herndon, VA
| —
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")