Michael Moloney
Meyer Gates Financial Advisors · West Chester, Ohio
Michael Moloney is a fee-only financial advisor at Meyer Gates Financial Advisors in West Chester, Ohio, who holds the CFP credential. 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 4627954 |
| Exams passed | Series 65 (2002) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.meyergates.com |
How Michael'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 Michael
Is Michael Moloney a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael 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 Michael charge for financial advice?
Michael's firm, Meyer Gates Financial Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Michael Moloney based?
Michael Moloney is based in West Chester, Ohio.
What credentials does Michael Moloney hold?
Michael Moloney holds the CFP credential.
Is Michael Moloney registered with the SEC?
Yes. Michael Moloney is registered as an investment adviser representative in OH (CRD 4627954), 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 Michael Moloney?
Through Michael'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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