Todd Pouliot
Gateway Financial · Northfield, Ohio
Todd Pouliot is a fee-only financial advisor at Gateway Financial in Northfield, Ohio. Todd charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $3,996 a year and one-time plans from $1,800) and focuses on tax planning and estate & legacy planning.
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Specialties
Who they serve
- HENRY (High Earners, Not Rich Yet)
Facts
| Firm | Gateway Financial |
|---|---|
| Based in | Northfield, Ohio |
| Fee model | Flat fee or retainer · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $3,996 a year · One-time plans from $1,800 |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $40.8M across 65 accounts |
| SEC registration | Investment adviser representative in OH · CRD 4854139 |
| Exams passed | Series 63 (2006) · Series 65 (2012) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.mygatewaymoney.com |
| Profile |
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Questions about Todd
Is Todd Pouliot a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Todd holds no broker registration, and Gateway Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Todd charge for financial advice?
Todd charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee.
How much does Todd charge?
According to Gateway Financial's website, checked October 30, 2026: ongoing planning from $3,996 a year; one-time plans from $1,800.
Does Todd work with clients virtually?
Yes. Gateway Financial says on its website that it works with clients remotely.
Where is Todd Pouliot based?
Todd Pouliot is based in Northfield, Ohio.
What does Todd specialize in?
Todd's specialties include tax planning and estate & legacy planning. Todd works with HENRY (High Earners, Not Rich Yet).
Is Todd Pouliot registered with the SEC?
Yes. Todd Pouliot is registered as an investment adviser representative in OH (CRD 4854139), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Gateway Financial manage?
Gateway Financial reports $40.8M across 65 accounts in assets under management.
How do I contact Todd Pouliot?
Through Todd's website, www.mygatewaymoney.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
- Gateway Financial 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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