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
Website
gatewaytex.com (opens in new tab)
Phone
(210) 757-4522

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