Gateway Financial Advisors Texas, LLC fees and pricing
Financial planner in Lampasas, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 19, 2026, Gateway Financial Advisors Texas, LLC charges a monthly fee of $100 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $100/mo
“Fees are paid monthly in advance, at $100.00 a month.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Gateway Financial Advisors Texas, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory fees are directly debited from Client accounts or the Client may choose to pay by check.”
- “An account may be terminated with written notice at least 30 calendar days in advance.”
- “Upon termination of any agreement, the fee will be prorated and any unearned fee will be refunded to the Client.”
About Gateway Financial Advisors Texas, LLC
- Firm size: 2 employees.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Divorce
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
- 1.25% a year
- Clients
- 101
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, newsletters and publications, and educational seminars and workshops
- Assets managed
- $34,640,012
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 321174
- Phone
- (210) 757-4522
Other planners in Texas that publish fees
- 11 FinancialLufkin$250/hr, $50-$5,000
- 1900 WealthSan Antonio$350/hr, $1,500
- 360 Wealth CreationAustin$250/hr
- 3T Advisors LLCWaco$250/hr, $250-$10,000
- 7 Saturdays FinancialWylie$250/hr, $500-$10,000
- 83 FinancialParker$250/hr, $250-$10,000
Is something on this page wrong or out of date?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.