# Kanaka Szabo-Cummings

> Kanaka Szabo-Cummings is a fee-only financial advisor at Gates Pass Advisors in Los Altos, California, who holds the CFP credential. Kanaka focuses on estate & legacy planning. Gates Pass Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kanaka-szabo-cummings/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## 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 (firm's website)
- **Assets under management (firm):** $207.6M across 279 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning
- **Works with:** High earners, Mid-life transitions, HENRY (High Earners, Not Rich Yet)
- **CRD:** 2354565 (https://adviserinfo.sec.gov/individual/summary/2354565)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (1993)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.gatespassadvisors.com/

## Frequently asked questions

### Is Kanaka Szabo-Cummings a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kanaka 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 Kanaka charge for financial advice?

Kanaka's firm, Gates Pass Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Kanaka Szabo-Cummings based?

Kanaka Szabo-Cummings is based in Los Altos, California.

### What does Kanaka specialize in?

Kanaka's specialties include estate & legacy planning. Kanaka works with high earners, mid-life transitions and HENRY (High Earners, Not Rich Yet).

### What credentials does Kanaka Szabo-Cummings hold?

Kanaka Szabo-Cummings holds the CFP credential.

### Is Kanaka Szabo-Cummings registered with the SEC?

Yes. Kanaka Szabo-Cummings is registered as an investment adviser representative in CA and TX (CRD 2354565), 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 Kanaka Szabo-Cummings?

Through Kanaka's website, www.gatespassadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2354565): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://gatespassadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.