Firm
Gateway Financial
Northfield, Ohio
Fee-only
Facts
| Based in | Northfield, Ohio |
|---|---|
| Website | mygatewaymoney.com |
| Phone | (844) 592-9888 |
Gateway Financial fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $3,996 a year |
|---|---|
| One-time plan | From $1,800 |
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Annual Retainer: Starting at $333/Month" source
"Onboarding Fee: $1,800-$5,000" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $41 million |
| Individual clients | 46 |
| Financial planning | Offered |
| Form ADV filed | March 9, 2026 |
| SEC record | CRD 306078 |