Kanaka Szabo-Cummings
Gates Pass Advisors · Los Altos, California
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.
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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 | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 2354565 |
| Exams passed | Series 63 (1993) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.gatespassadvisors.com |
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Questions about Kanaka
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.
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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