Gateway Capital Management fees and pricing

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

$500⁠-⁠$10,000

“The minimum fixed fee is generally $500, and the maximum fixed fee is generally no more than $10,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Gateway Capital Management bills

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

• “Fees are prorated (based on the number of days service is provided during the initial billing period) for your account opened at any time other than the beginning of the billing period.”
• “When fees are billed in arrears, Gateway Capital Management will prorate the final fee payment based on the number of days services are provided during the final period.”
• “Upon completion and delivery of the financial plan, the fixed fee is considered earned by Gateway Capital Management and any unpaid amount is immediately due.”

How Gateway Capital Management’s fees compare

• Its flat or project fee of $500-$10,000 spans the Florida median of $4,900. 58% of the 320 other Florida planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Parkland that publish a flat or project fee charge less.

About Gateway Capital Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2010 (16 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• College planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.75% a year

Clients

23

Employees

1

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$28,378,533

Registered with

State securities regulators

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

154887

Website

gatewaycapitalmanagement.net (opens in new tab)

Phone

(305) 814-8926

Other planners in Parkland that publish fees

• Clark Financial Planning Services LLCParkland$200⁠-⁠$300/hr, $3,000⁠-⁠$40,000/yr
• First Retirement Services LLCParkland$1,500
• Jurick Financial ServicesParkland$1,500
• 22 Seven Wealth Management IncPanama City$150/hr, $500⁠-⁠$2,500
• 365Sundays Wealth LLCLake Mary$5,000⁠-⁠$15,500, $5,000/yr
• 4 VerticalRiverview$250/hr

Compare all 5 planners in Parkland