Joseph Gates
Meyer Gates Financial Advisors · West Chester, Ohio
Joseph Gates is a fee-only financial advisor at Meyer Gates Financial Advisors in West Chester, Ohio. Meyer Gates Financial Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Meyer Gates Financial Advisors |
|---|---|
| Based in | West Chester, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $168.7M across 448 accounts |
| SEC registration | Investment adviser representative in OH, TN · CRD 7030280 |
| Exams passed | Series 65 (2018) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.meyergates.com |
| Profile |
How Joseph's firm compares
- Meyer Gates Financial Advisors's average account is about $376,000, from its Form ADV (assets managed divided by 448 accounts).
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Questions about Joseph
Is Joseph Gates a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Meyer Gates Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Meyer Gates Financial Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Joseph Gates based?
Joseph Gates is based in West Chester, Ohio.
Is Joseph Gates registered with the SEC?
Yes. Joseph Gates is registered as an investment adviser representative in OH and TN (CRD 7030280), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Meyer Gates Financial Advisors manage?
Meyer Gates Financial Advisors reports $168.7M across 448 accounts in assets under management.
How do I contact Joseph Gates?
Through Joseph's website, www.meyergates.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
- 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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