Louise Alexander
Gates Pass Advisors · Los Altos, California
Louise Alexander is a fee-only financial advisor at Gates Pass Advisors in Los Altos, California, who holds the CFP credential. Louise 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 WA · CRD 7955496 |
| Exams passed | Series 63 (2025) · Series 65 (2024) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.gatespassadvisors.com |
| Profile |
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Questions about Louise
Is Louise Alexander a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Louise 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 Louise charge for financial advice?
Louise's firm, Gates Pass Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Louise Alexander based?
Louise Alexander is based in Los Altos, California.
What does Louise specialize in?
Louise's specialties include estate & legacy planning. Louise works with high earners, mid-life transitions and HENRY (High Earners, Not Rich Yet).
What credentials does Louise Alexander hold?
Louise Alexander holds the CFP credential.
Is Louise Alexander registered with the SEC?
Yes. Louise Alexander is registered as an investment adviser representative in WA (CRD 7955496), 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 Louise Alexander?
Through Louise'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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