Erik Schei
Gates Pass Advisors · Los Altos, California
Erik Schei is a fee-only financial advisor at Gates Pass Advisors in Los Altos, California, who holds the CFA credential. Erik focuses on estate & legacy planning. Gates Pass Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- High earners
- Mid-life transitions
- HENRY (High Earners, Not Rich Yet)
Facts
| Firm | Gates Pass Advisors |
|---|---|
| Based in | Los Altos, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $207.6M across 279 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, TX, WA · CRD 4886564 |
| Exams passed | Series 63 (2006) · Series 65 (2006) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.gatespassadvisors.com |
| Profile |
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Questions about Erik
Is Erik Schei a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Erik holds no broker registration, and Gates Pass Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Erik charge for financial advice?
Erik's firm, Gates Pass Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Erik Schei based?
Erik Schei is based in Los Altos, California.
What does Erik specialize in?
Erik's specialties include estate & legacy planning. Erik works with high earners, mid-life transitions and HENRY (High Earners, Not Rich Yet).
What credentials does Erik Schei hold?
Erik Schei holds the CFA credential.
Is Erik Schei registered with the SEC?
Yes. Erik Schei is registered as an investment adviser representative in CA, TX and WA (CRD 4886564), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Gates Pass Advisors manage?
Gates Pass Advisors reports $207.6M across 279 accounts in assets under management.
How do I contact Erik Schei?
Through Erik's website, www.gatespassadvisors.com.
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
- Gates Pass Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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.
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