Charles Albertson
Gateway Financial Group · Richmond, Virginia
Charles Albertson is a fee-only financial advisor at Gateway Financial Group in Richmond, Virginia. Gateway Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Charles →
Facts
| Firm | Gateway Financial Group |
|---|---|
| Based in | Richmond, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $21.3M across 68 accounts |
| SEC registration | Investment adviser representative in VA · CRD 2750925 |
| Exams passed | Series 65 (1996) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Charles's firm compares
- Gateway Financial Group's average account is about $313,000, from its Form ADV (assets managed divided by 68 accounts).
Request an introduction to Charles
Tell Charles a little about what you're looking for. Charles isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Charles
Is Charles Albertson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Gateway Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Charles charge for financial advice?
Charles's firm, Gateway Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Charles Albertson based?
Charles Albertson is based in Richmond, Virginia.
Is Charles Albertson registered with the SEC?
Yes. Charles Albertson is registered as an investment adviser representative in VA (CRD 2750925), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Gateway Financial Group manage?
Gateway Financial Group reports $21.3M across 68 accounts in assets under management.
How do I contact Charles Albertson?
Contact details aren't on file yet. Search for Gateway Financial Group.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.