Gates Pass Advisors, LLC fees and pricing
Financial planner in Los Altos, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 26, 2026, Gates Pass Advisors, LLC charges a flat or project fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,000
“Fees for initial financial planning services are generally set at a fixed fee of not less than $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Gates Pass Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “As a general matter, all fees payable to Gates Pass are set forth in a written investment advisory agreement to be entered with the client prior to the commencement of our services.”
- “In consideration of our services, you will pay Gates Pass a fee quarterly in advance in accordance with one of the options discussed below.”
- “Services performed on a fixed fee basis typically require a retainer equal to one-half the fixed fee, payable upon execution of the agreement.”
How Gates Pass Advisors, LLC’s fees compare
- Its flat or project fee of $5,000 matches the California median of $5,000. 49% of the 796 other California planners that publish a flat or project fee charge less.
- 2 of the 4 other planners in Los Altos that publish a flat or project fee charge less.
About Gates Pass Advisors, LLC
“Gates Pass offers broad-based, comprehensive financial planning and ongoing wealth management services to clients. However, we also offer financial planning as a standalone service.”
- Firm size: 3 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 3% a year
- Clients
- 69
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $207,586,221
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 269983
- Phone
- (650) 797-0280
Can advise clients in 3 states: California, Texas, Washington
Other planners in Los Altos that publish fees
- Diversifi Capital IncLos Altos$500
- Kuleana Wealth AdvisorsLos Altos$400/hr, $5,000
- Pwjohnson Wealth & Legacy, LLCLos Altos$325/hr, $2,500-$20,000/yr
- Three Bridge Wealth AdvisorsLos Altos$350/hr, $2,500-$50,000
- Total Wealth SolutionsLos Altos$1,000-$5,000
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.