PlannerFees

Gateway Wealth Partners, LLC fees and pricing

Financial planner in Appleton, Wisconsin. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 26, 2026, Gateway Wealth Partners, LLC charges $400 an hour and a flat or project fee of $15,000 for financial planning.

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.

Hourly rate
$400/hr
“These fees are negotiable, but range to $15,000 on a fixed fee basis and/or $400 on an hourly basis, depending upon the scope and complexity of the services and the professional rendering the financial planning and/or the consulting services.”
Flat or project fee
$15,000

From the same sentence as above.

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

How Gateway Wealth Partners, LLC bills

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

  • “For project-based services Gateway Wealth requires one-half of the fee (estimated hourly or fixed) payable upon execution of the Advisory Agreement.”
  • “The outstanding balance is due upon delivery of the financial plan or completion of the agreed-upon services.”
  • “The Firm can vary its billing procedures (including the timing and frequency) when using an Independent Manager or retirement plan platform that bills differently.”

How Gateway Wealth Partners, LLC’s fees compare

  • Its hourly rate of $400 is above the Wisconsin median of $300. 75% of the 95 other Wisconsin planners that publish an hourly rate charge less.
  • 6 of the 6 other planners in Appleton that publish an hourly rate charge less.
  • Its flat or project fee of $15,000 is above the Wisconsin median of $3,000. 97% of the 73 other Wisconsin planners that publish a flat or project fee charge less.
  • 3 of the 3 other planners in Appleton that publish a flat or project fee charge less.

About Gateway Wealth Partners, LLC

“Gateway Wealth offers a variety of advisory services, which include financial planning, consulting, and investment management services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 83 employees.
  • Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

  • Charitable giving

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
3% a year
Clients
7,312
Employees
83
Works with
Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Assets managed
$2,278,835,584
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
322789
Website
joingateway.com (opens in new tab)
Phone
(920) 731-9293

Can advise clients in 33 states: Alabama, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Iowa, Illinois, Indiana, Kansas, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, North Carolina, North Dakota, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, South Carolina, Tennessee, Texas, Virginia, Washington, Wisconsin

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