Gasaway Investment Advisors, Inc. fees and pricing
Financial planner in Kalamazoo, Michigan. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 24, 2026, Gasaway Investment Advisors, Inc. charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Either the above asset-based fee or an hourly fee of $250 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Gasaway Investment Advisors, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Instead, we charge investment advisory services on a quarterly basis, in arrears, billed directly to the client’s account(s).”
- “Fees are calculated and charged on the first business day of the month based on the average daily balance of the previous month for clients being billed on such billing cycle.”
- “Compensation – Financial Planning / Consulting Financial planning and consulting services may be charged in arrears at an hourly rate ranging up to $250 or a subscription rate ranging from $25 to $300 charged monthly in advance.”
How Gasaway Investment Advisors, Inc.’s fees compare
- Its hourly rate of $250 matches the Michigan median of $250. 38% of the 170 other Michigan planners that publish an hourly rate charge less.
- 2 of the 4 other planners in Kalamazoo that publish an hourly rate charge less.
About Gasaway Investment Advisors, Inc.
“While we have been providing Third Party Administration and Recordkeeping services for small business retirement plans since 1997, we have recently established a DBA, Alliance Retirement Plan Solutions (“Alliance”) which is the name under which we will provide these services through outside advisors going forward.”
- Firm size: 13 employees.
- Founded: 1990 (36 years).
Planning areas mentioned in the brochure
- Business owners
- Insurance analysis
Firm details from Form ADV
- How the firm is paid
- Hourly fees, subscription fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.75% a year
- Clients
- 384
- Employees
- 13
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, newsletters and publications, and educational seminars and workshops
- Assets managed
- $173,113,302
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 123807
- Phone
- (269) 324-0080
Other planners in Kalamazoo that publish fees
- Black Diamond Investment Group,inc.Kalamazoo$150/hr
- Breakwater CapitalKalamazoo$100-$250/hr, $5,000/yr
- Clear Ridge Wealth Management, LLCKalamazoo$200-$500/hr, $1,500-$5,000
- CWS Financial Advisors LLCKalamazoo$250/hr, $250-$7,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.