Gateway Financial & Estate Planning, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“Method of Compensation and Fee Schedule FINANCIAL PLANNING and CONSULTING GF charges an hourly fee of $150 for financial planning.”

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

How Gateway Financial & Estate Planning, Inc. bills

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

• “The financial planning fee may be negotiable based on prior relationships and complexity of the plan.”
• “Clients may pay financial planning fees by remitting a check to GF.”
• “The fee will be disclosed to the Client in the Investment Advisory Agreement and are negotiable.”

How Gateway Financial & Estate Planning, Inc.’s fees compare

• Its hourly rate of $150 is below the Idaho median of $250. 7% of the 43 other Idaho planners that publish an hourly rate charge less.

About Gateway Financial & Estate Planning, Inc.

• Firm size: 6 employees.
• Registered as an adviser: 2007 (19 years).

Planning areas mentioned in the brochure

• Estate planning

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

20

Employees

6

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

$8,980,432

Registered with

State securities regulators

Disciplinary disclosures

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

SEC CRD number

144741

Website

gatewayfinancialplanning.com (opens in new tab)

Phone

(208) 233-4182

Can advise clients in 14 states: Arizona, California, Florida, Idaho, Indiana, Maryland, Nevada, New York, Oregon, Texas, Utah, Virginia, Washington, Wyoming

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• Matterhorn Financial PlanningPocatello$450/hr
• 3 Peaks FinancialAmmon$200/hr
• Abundance Financial PlanningCaldwell$3,000⁠-⁠$6,500
• Action Financial Planning LLCTwin Falls$275/hr, $95/mo
• Advanced Financial Solutions, Inc.Boise$200⁠-⁠$350/hr, $500

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