Gilliam, Mease Advisors

What Gilliam, Mease Advisors does

Gilliam Mease Advisors, LLC is a private, SEC-registered investment advisory firm headquartered at 10200 Forest Green Blvd., Suite 304, Louisville, Kentucky. Founded in 2004, the firm delivers personalized financial planning and advisory services to individual clients across life stages, organized under four personas: Just Getting Started, Crazy Busy, Starting A New Season, and Creating A Legacy. The firm also addresses DIY investors and clients of other advisors seeking a second opinion.

The firm's core offering is the Fi Life Framework, a proprietary four-phase methodology (Discovery, Planning, Advice, Management) that structures client engagements across investment management, estate planning, insurance analysis, tax strategy, and personal money management. Supplementary educational products include interactive financial calculators, a video library, and articles organized across investment, estate, insurance, tax, and lifestyle categories. Technology is centered on the framework methodology and content delivery rather than a software platform; no proprietary software product, mobile app, API, or AI component is offered.

The business model is a traditional RIA fee structure. Advisory fees are based on assets under management (pricing not publicly disclosed), and securities transactions generate commissions through Osaic Wealth, Inc., a FINRA/SIPC member broker-dealer that provides the regulatory and brokerage infrastructure under a mutual partnership. Gilliam Mease Advisors and Osaic Wealth are explicitly unaffiliated entities. Distribution is direct, sales-led, and domestic (United States only), with one named representative (Joshua Gilliam) and an employee base of 11–50. There is no disclosed venture capital, institutional ownership, or external funding.

Name

Gilliam, Mease Advisors

Legal name

Gilliam Mease Advisors, LLC

Website

https://gilliammease.com

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

11–50 employees

Short description

Gilliam Mease Advisors is a private, SEC-registered investment advisory firm in Louisville, Kentucky that delivers personalized financial planning to individual clients through its proprietary Fi Life Framework, with brokerage services provided via Osaic Wealth, Inc.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Discount & Online Retail Brokerage (FSAEACAB)

akta.pro secondary industries

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Investment Management Advisory (RIA) (FSAEAAAB)

Keywords

• Financial planning services
• Wealth management advice
• Investment advisory
• Retirement planning
• Estate planning services

Headquarters

HQ city

Louisville

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Advisory Services: Advisory services offered through SEC Registered Investment Advisor, with fees typically based on assets under management (AUM). Securities offered through Osaic Wealth, Inc., Member FINRA/SIPC.
2. Securities Transactions: Brokerage services for investment products through Osaic Wealth, Inc.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Gilliam Mease Advisors delivers comprehensive financial planning and advisory services for individuals, covering investment management, estate planning, insurance analysis, tax strategy, and personal money management. Services are structured around the proprietary Fi Life Framework, a four-phase methodology (Discovery, Planning, Advice, Management) designed to address the complexity of personal financial decisions across multiple disciplines. Securities and advisory services are provided through Osaic Wealth, Inc. with Joshua Gilliam serving as representative.

Product overview

Gilliam Mease Advisors operates as a financial advisory firm offering a unified service model centered on the Fi Life FrameworkTM methodology. The core offering is comprehensive financial planning and advisory services covering investment management, estate planning, insurance, tax strategies, and personal money management. The firm supplements its advisory services with educational tools including a library of financial calculators (covering investment, mortgage, savings, debt, and tax calculations), an educational video collection, and written articles and guides. All resources are organized into five main categories: Investment, Estate, Insurance, Tax, and Money/Lifestyle.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning and Advisory Services

Segments6 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Recent moves3 records

Expansion highlights1 record

Broad incumbents

• Wealth Enhancement Group: An independent RIA platform with multiple offices offering personalized financial planning. Comparable in client experience but operates an acquisition-driven growth model Gilliam Mease has not pursued.
• Edelman Financial Engines: One of the largest independent RIAs in the U.S., combining traditional advisors with digital planning tools. Overlaps with Gilliam Mease on planning-led advice but operates at vastly greater scale.
• Carson Group: A large RIA and advisor support platform serving independent financial advisors. Comparable as an RIA platform but materially larger and offering broader ecosystem services than Gilliam Mease.
• Mariner Wealth Advisors: A national RIA providing comprehensive wealth advisory, tax, and estate planning services. Operates in the same financial-planning category but at significantly greater scale and geographic breadth.
• Creative Planning: A large fee-only RIA offering comprehensive financial planning and wealth management nationally. Comparable on multi-disciplinary advisory but with materially greater AUM and headcount.

Direct peers

• Ronald Blue Trust: A values-driven, financial-planning-led RIA serving individuals and families across multiple life stages. Highly comparable to Gilliam Mease's planning-first methodology and persona-based client segmentation.
• BlueSky Wealth Advisors: A boutique RIA offering fee-based financial planning and wealth management to individuals and families. Closely comparable to Gilliam Mease in size, scope, and client-centric planning approach.
• Morton Wealth: A small independent RIA focused on personalized financial planning and investment management. Comparable in firm size, multi-disciplinary advisory, and client-segment focus.
• Buckingham Strategic Wealth: An independent, planning-centric RIA offering fee-only advice across investments, tax, and estate planning. Comparable in offering comprehensive planning rather than pure investment management.

Emerging players

• Facet Wealth: A digital-first RIA providing flat-fee financial planning and investment advice. Comparable planning-led offering but with a virtual delivery model that competes for the same client segments.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat2 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/GilliamMease
• Facebookfacebook.com/profile.php

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Gilliam, Mease Advisors