Gatens Financial, LLC fees and pricing

Financial planner in Dallas, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 13, 2026, Gatens Financial, LLC charges $350 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $350/hr; “Where a client requests financial planning services separate from investment management, fees are charged at an hourly rate of $350 per hour or at a flat fee based on estimated hours.”

Payment and refund terms, quoted from the fee section of the brochure.

“In certain circumstances, fees may be negotiable.”
“Fees are billed quarterly in advance and payment is due within 10 days from the invoice date.”
“Partial fees at commencement or termination will be prorated based on days under management.”

Its hourly rate of $350 is above the Texas median of $275. 69% of the 468 other Texas planners that publish an hourly rate charge less.
34 of the 56 other planners in Dallas that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Minimum: $1,000,000 in assets (stated in brochure)
Clients: 26
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
Assets managed: $40,809,466
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 288268
Website: gatensfinancial.com (opens in new tab)
Phone: (855) 695-4877

Can advise clients in 3 states: California, Illinois, Texas

Is something on this page wrong or out of date?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.