Mallory Moore
Gateway Financial Advisors Texas · Lampasas, Texas
Mallory Moore is a fee-only financial advisor at Gateway Financial Advisors Texas in Lampasas, Texas. Gateway Financial Advisors Texas reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Gateway Financial Advisors Texas |
|---|---|
| Based in | Lampasas, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $34.6M across 175 accounts |
| SEC registration | Investment adviser representative in TX · CRD 7303493 |
| Exams passed | Series 63 (2021) · Series 66 (2021) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.gatewaytex.com |
| Profile |
How Mallory's firm compares
- Gateway Financial Advisors Texas's average account is about $198,000, from its Form ADV (assets managed divided by 175 accounts).
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Questions about Mallory
Is Mallory Moore a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mallory holds no broker registration, and Gateway Financial Advisors Texas reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mallory charge for financial advice?
Mallory's firm, Gateway Financial Advisors Texas, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Mallory Moore based?
Mallory Moore is based in Lampasas, Texas.
Is Mallory Moore registered with the SEC?
Yes. Mallory Moore is registered as an investment adviser representative in TX (CRD 7303493), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Gateway Financial Advisors Texas manage?
Gateway Financial Advisors Texas reports $34.6M across 175 accounts in assets under management.
How do I contact Mallory Moore?
Through Mallory's website, www.gatewaytex.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Texas
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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