Advisor at CG Advisory Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Fort Myers, FL
Credentials
Series 63, Series 65
Industry experience
23 years
Michael Gillespie is a financial advisor at CG Advisory Services with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including TD Ameritrade and Pershing Advisor Solutions. His recent roles include positions at MPS LORIA Financial Planners and CG Advisory Services. CG Advisory Services is an SEC-registered adviser managing approximately $4.02 billion for a diverse client base that includes individuals, pension plans, charitable organizations, and businesses. The firm provides discretionary portfolio management, financial planning, retirement plan services, and consulting through proprietary model portfolios, third-party managers, and customized investment solutions.
Based on CG Advisory Services
Based on CG Advisory Services
Fixed fees for financial planning generally ranging from $400 to $5,000; engagement fees up to $3,500 one-time or ongoing up to $10,000 annually; additional services with fixed fees negotiable
$0 - $250,000: Negotiable, minimum $3,000 annual fee $250,001 - $500,000: Up to 2.00% advisory fee plus up to 0.50% administrative fee (WealthMark portfolio) $5,000+: WealthBuilder account program advisory fee up to 2.00% plus up to 0.50% administrative fee $500,000+: Up to 2.00% advisory fee plus up to 0.50% administrative fee for CGAS Managed Select Accounts, plus SMA manager fees 0.20% to 0.55% No minimum+: No minimum for Adviser as Portfolio Manager (APM) accounts, advisory fee up to 2.00% plus up to 0.50% administrative fee
Some representatives are licensed insurance agents and registered reps earning commissions on insurance and brokerage products outside advisory accounts
Financial planning and consulting hourly rates up to $300/hour, negotiable
Account minimum: $5,000 Minimum fee: Minimum annual fee of $3,000 for households with less than $250,000 of adviser-managed assets; negotiable Fee-only: Financial planning: hourly fee up to $300/hour; fixed fee $400 to $5,000 (negotiable); consulting hourly up to $300/hour or up to 1.00% of assets advised
Fort Myers, FL
Florida · Illinois · Michigan · Texas
CG Financial Services
2025 - Present (1 year)
CG Advisory Services
2025 - Present (1 year)
MPS LORIA Financial Planners, LLC
2021 - 2025 (4 years)
LORIA Financial Group, LLC
2021 - 2023 (2 years)
Pershing Advisor Solutions LLC
2020 - 2021 (1 year)
TD AMERITRADE, iNC
2010 - 2020 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
Series 63, Series 66
Ft. Myers, FL
Silver Thread Investments
Brian Burgan is a financial advisor at Silver Thread Investments in Ft. Myers, FL, with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Silver Thread Investments since 2011. Outside of his advisory role, he is involved in real estate development through interests in several limited liability companies. Silver Thread Investments provides money management and investment consulting primarily to individual clients, as well as trusts, small businesses, and other entities. The firm employs a combination of fundamental, quantitative, and technical analysis to build core, long-term portfolios focused on stocks and bonds.
Series 66
Fort Myers, FL
Roscoe Capital Management, LLC
Andrew Pastrikos is a financial advisor with Roscoe Capital Management, LLC in Fort Myers, FL. He holds the Series 66 designation and has 12 years of industry experience. He has been with Roscoe Capital Management since 2015. Roscoe Capital Management provides discretionary portfolio management to individual and high-net-worth clients, applying a value-investing approach based on fundamental analysis. The firm offers both asset-based and performance-based fee arrangements and conducts periodic educational workshops on personal finance and investing.
Series 66
Fort Myers, FL
CPK Wealth Management LLC
Chad Kunc is a financial advisor with CPK Wealth Management LLC in Fort Myers, FL, holding a Series 66 designation and 21 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC before founding his current firm in 2018. Kunc is also a licensed insurance professional and dedicates a small portion of his time to this activity. CPK Wealth Management provides discretionary investment management, comprehensive wealth management, financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, estates, and plan sponsors. The firm employs a relative-strength process combined with fundamental and technical analysis to construct portfolios with a generally long-term orientation, and it offers specialized retirement-plan and pension consulting services including ERISA fiduciary support.
CFP®, Series 63
Cape Coral, FL
Legacy Wealth Management, Inc.
Andrew Court is a CFP® professional with 36 years of industry experience, currently serving as the sole advisor at Legacy Wealth Management, Inc. in Cape Coral, FL. His career includes roles in real estate and insurance, with active involvement as a licensed real estate agent and insurance agent. Outside of advisory services, he owns and manages multiple property-related businesses and operates a charter boat business. Legacy Wealth Management, Inc. is an independent advisory firm offering discretionary asset management, financial planning, and educational seminars to individual clients. The firm employs a blend of fundamental and technical analysis across various investment strategies, managing portfolios on a discretionary basis with quarterly reviews.
Series 65
Fort Myers, FL
Lange Asset Management, Inc.
Sven Lange is a financial advisor at Lange Asset Management, Inc. in Fort Myers, FL, holding a Series 65 designation and 23 years of industry experience. He has led Lange Asset Management since 2006. Lange Asset Management provides discretionary portfolio management and advisory consulting primarily to individual investors. The firm manages approximately $34 million in assets for about two dozen clients, employing an investment approach that combines rotation investing with fundamental, technical, and cyclical analysis, using both short- and long-term strategies tailored to client objectives and risk tolerances.
Series 66
Fort Myers, FL
Broaden Wealth LLC
Brian Megibow is a financial advisor with Broaden Wealth LLC in Fort Myers, FL, holding a Series 66 designation and 26 years of industry experience. His prior work includes roles at Ameriprise and SunTrust Investment Services. He is also an independent licensed insurance agent. Broaden Wealth LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm uses a combination of modern portfolio theory and technical analysis in its investment approach and offers both asset-based management and hourly financial planning.
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