Gateway Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“For hourly financial planning, our rate is $500 per hour.”

Flat or project fee

$2,000⁠-⁠$5,000

“Ongoing Financial Planning Ongoing Financial Planning typically consists of an upfront charge between $2,000 and $5,000 and an ongoing fee at a rate of $4,000 to $30,000 per year, paid quarterly or monthly (client preference), in arrears.”

Annual fee

$4,000⁠-⁠$30,000/yr

From the same sentence as above.

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

How Gateway Financial bills

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

• “Our billing invoice will indicate the total account value used to calculate the advisory fee.”
• “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by debit card, ACH, or credit card.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”

How Gateway Financial’s fees compare

• Its hourly rate of $500 is above the Ohio median of $250. 92% of the 219 other Ohio planners that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$5,000 spans the Ohio median of $3,250. 54% of the 199 other Ohio planners that publish a flat or project fee charge less.
• Its annual fee of $4,000-$30,000 spans the Ohio median of $5,000. 82% of the 79 other Ohio planners that publish an annual fee charge less.

About Gateway Financial

• Principal: Todd Pouliot
• Firm size: 2 employees.
• Founded: 2009 (17 years).

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

1.1% a year

Clients

65

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$40,779,491

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

306078

Website

mygatewaymoney.com (opens in new tab)

Phone

(844) 592-9888

Other planners in Ohio that publish fees

• 1TaxfinancialCincinnati$300/hr
• Aan Wealth Advisors LLCCanton$250/hr
• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr
• Accountable Financial Planning LLCWesterville$200/hr, $2,500/yr
• Adams and Co Financial ServicesCincinnati$500⁠-⁠$2,500
• Advocate Wealth SolutionsDublin$300⁠-⁠$3,000/hr

Compare all 564 planners in Ohio